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FNFWX vs SIVLX
FNFWX vs SIVLX Comparison
Open Charts FNFWX vs SIVLX
American Funds New World 529-F-2
Price$85.33
Change-$0.48 (-0.56%)
VolumeN/A
Net Assets67.64B
Seafarer Overseas Value Institutional
Price$15.07
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets107.46M
FNFWX vs SIVLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 67.6B vs. SIVLX (107M). SIVLX pays higher dividends than FNFWX: SIVLX (3.41) vs FNFWX (1.03). FNFWX was incepted earlier than SIVLX: FNFWX (5 years) vs SIVLX (9 years). SIVLX (1.07) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. SIVLX (3.00). FNFWX has a lower initial minimum investment than SIVLX: FNFWX (250) vs SIVLX (25000). SIVLX annual gain was more profitable for investors over the last year : 15.67 vs. FNFWX (6.87).
| FNFWX | SIVLX | FNFWX / SIVLX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.07 | 64% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 10.991 | 17.066 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6B | 107M | 63,178% |
| Annual Yield % from dividends | 1.03 | 3.41 | 30% |
| Returns for 1 year | 6.87 | 15.67 | 44% |
| Returns for 3 years | 34.79 | 32.30 | 108% |
| Returns for 5 years | N/A | 75.48 | - |
| Returns for 10 years | N/A | N/A | - |