Ad is loading...
Ad is loading...
FNWFX vs HERIX
FNWFX vs HERIX Comparison
Open Charts FNWFX vs HERIX
American Funds New World F3
Price$80.36
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
Hartford Emerging Markets Equity I
Price$10.11
Change-$0.03 (-0.30%)
VolumeN/A
CapitalizationN/A
FNWFX vs HERIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. HERIX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNWFX is a Buy and HERIX is a Sell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.9B vs. HERIX (346M). HERIX pays higher dividends than FNWFX: HERIX (3.61) vs FNWFX (1.56). FNWFX was incepted earlier than HERIX: FNWFX (8 years) vs HERIX (13 years). HERIX is a more actively managed with annual turnover of: 93.00 vs. FNWFX (32.00). HERIX has a lower initial minimum investment than FNWFX: HERIX (2000) vs FNWFX (1000000). HERIX annual gain was more profitable for investors over the last year : 18.42 vs. FNWFX (11.59). HERIX return over 5 years is better than : 26.10 vs. FNWFX (17.23).
| FNWFX | HERIX | FNWFX / HERIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 7.147 | 13.214 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 346M | 17,601% |
| Annual Yield % from dividends | 1.56 | 3.61 | 43% |
| Returns for 1 year | 11.59 | 18.42 | 63% |
| Returns for 3 years | -14.49 | 0.72 | -2,011% |
| Returns for 5 years | 17.23 | 26.10 | 66% |
| Returns for 10 years | N/A | 33.44 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| QCGDX | 16.19 | 0.01 | +0.06% |
| Quantified Common Ground Investor | |||
| GEMHX | 12.07 | -0.04 | -0.33% |
| Goldman Sachs Emerging Mkts Eq ex. Chn A | |||
| LOMGX | 31.85 | -0.38 | -1.18% |
| Lord Abbett Growth Opportunities F3 | |||
| TMCTX | 56.56 | -0.79 | -1.38% |
| Touchstone Mid Cap Z | |||
| BDFFX | 31.37 | -0.58 | -1.82% |
| Baron Discovery Retail | |||