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FNFWX vs OEQAX
FNFWX vs OEQAX Comparison
Open Charts FNFWX vs OEQAX
American Funds New World 529-F-2
Price$89.02
Change+$0.29 (+0.33%)
VolumeN/A
Net Assets69.95B
Oaktree Emerging Markets Equity A
Price$8.67
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets261.44M
FNFWX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 69.9B vs. OEQAX (261M). OEQAX pays higher dividends than FNFWX: OEQAX (1.95) vs FNFWX (0.98). FNFWX was incepted earlier than OEQAX: FNFWX (5 years) vs OEQAX (3 years). OEQAX (1.49) is less costly to investors than FNFWX (0.69). OEQAX is a more actively managed with annual turnover of: 124.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than OEQAX: FNFWX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 17.36 vs. FNFWX (12.29).
| FNFWX | OEQAX | FNFWX / OEQAX | |
| Total Expense Ratio | 0.69 | 1.23 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.49 | 46% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 15.791 | 19.502 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 261M | 26,782% |
| Annual Yield % from dividends | 0.98 | 1.95 | 50% |
| Returns for 1 year | 12.29 | 17.36 | 71% |
| Returns for 3 years | 40.94 | 26.64 | 154% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | -30.86 | - |
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