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FNFWX vs SIVLX
FNFWX vs SIVLX Comparison
Open Charts FNFWX vs SIVLX
American Funds New World 529-F-2
Price$89.01
Change+$0.17 (+0.19%)
VolumeN/A
Net Assets69.94B
Seafarer Overseas Value Institutional
Price$16.01
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets113.93M
FNFWX vs SIVLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 69.9B vs. SIVLX (114M). SIVLX pays higher dividends than FNFWX: SIVLX (3.26) vs FNFWX (0.98). 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 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 : 18.98 vs. FNFWX (9.27).
| 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 | 15.778 | 23.784 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 114M | 61,316% |
| Annual Yield % from dividends | 0.98 | 3.26 | 30% |
| Returns for 1 year | 9.27 | 18.98 | 49% |
| Returns for 3 years | 42.44 | 41.94 | 101% |
| Returns for 5 years | N/A | 83.87 | - |
| Returns for 10 years | N/A | N/A | - |
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