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FNFWX vs VRESX
FNFWX vs VRESX Comparison
Open Charts FNFWX vs VRESX
American Funds New World 529-F-2
Price$90.03
Change-$0.42 (-0.46%)
VolumeN/A
Net Assets70.79B
Virtus KAR Emerging Markets Small-Cap R6
Price$17.34
Change-$0.12 (-0.69%)
VolumeN/A
Net Assets327.4M
FNFWX vs VRESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.8B vs. VRESX (327M). FNFWX pays higher dividends than VRESX: FNFWX (0.98) vs VRESX (0.60). FNFWX was incepted earlier than VRESX: FNFWX (5 years) vs VRESX (6 years). VRESX (1.41) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. VRESX (24.00). FNFWX has a lower initial minimum investment than VRESX: FNFWX (250) vs VRESX (2500000). FNFWX annual gain was more profitable for investors over the last year : 16.09 vs. VRESX (13.73).
| FNFWX | VRESX | FNFWX / VRESX | |
| Total Expense Ratio | 0.69 | 1.30 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.41 | 49% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 17.105 | 15.909 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8B | 327M | 21,651% |
| Annual Yield % from dividends | 0.98 | 0.60 | 164% |
| Returns for 1 year | 16.09 | 13.73 | 117% |
| Returns for 3 years | 42.08 | 48.45 | 87% |
| Returns for 5 years | N/A | 31.73 | - |
| Returns for 10 years | N/A | N/A | - |
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