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FNFWX vs SFVLX
FNFWX vs SFVLX Comparison
Open Charts FNFWX vs SFVLX
American Funds New World 529-F-2
Price$95.41
Change-$0.98 (-1.02%)
VolumeN/A
Net Assets74.89B
Seafarer Overseas Value Investor
Price$17.08
Change-$0.17 (-0.99%)
VolumeN/A
Net Assets129.61M
FNFWX vs SFVLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 74.9B vs. SFVLX (130M). SFVLX pays higher dividends than FNFWX: SFVLX (2.94) vs FNFWX (0.90). FNFWX was incepted earlier than SFVLX: FNFWX (5 years) vs SFVLX (9 years). SFVLX (1.19) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. SFVLX (11.00). FNFWX has a lower initial minimum investment than SFVLX: FNFWX (250) vs SFVLX (2500). SFVLX annual gain was more profitable for investors over the last year : 28.80 vs. FNFWX (19.81). SFVLX return over 5 years is better than : 66.20 vs. FNFWX (22.93).
| FNFWX | SFVLX | FNFWX / SFVLX | |
| Total Expense Ratio | 0.69 | 1.15 | 60% |
| Annual Report Gross Expense Ratio | 0.69 | 1.19 | 58% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 24.103 | 33.617 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 130M | 57,615% |
| Annual Yield % from dividends | 0.90 | 2.94 | 30% |
| Returns for 1 year | 19.81 | 28.80 | 69% |
| Returns for 3 years | 47.97 | 53.14 | 90% |
| Returns for 5 years | 22.93 | 66.20 | 35% |
| Returns for 10 years | N/A | N/A | - |
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