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FNFWX vs VRESX
FNFWX vs VRESX Comparison
Open Charts FNFWX vs VRESX
American Funds New World 529-F-2
Price$89.57
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.56B
Virtus KAR Emerging Markets Small-Cap R6
Price$17.39
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets324.32M
FNFWX vs VRESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.6B vs. VRESX (324M). 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). VRESX annual gain was more profitable for investors over the last year : 13.91 vs. FNFWX (11.72).
| 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 | 16.506 | 16.243 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 324M | 21,790% |
| Annual Yield % from dividends | 0.98 | 0.60 | 164% |
| Returns for 1 year | 11.72 | 13.91 | 84% |
| Returns for 3 years | 41.81 | 49.01 | 85% |
| Returns for 5 years | N/A | 32.68 | - |
| Returns for 10 years | N/A | N/A | - |