Ad is loading...
FNWFX vs HERIX
FNWFX vs HERIX Comparison
Open Charts FNWFX vs HERIX
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
Hartford Emerging Markets Equity I
Price$10.24
Change-$0.12 (-1.16%)
VolumeN/A
CapitalizationN/A
FNWFX vs HERIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. HERIX commentary
Dec 19, 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: 64B vs. HERIX (359M). HERIX pays higher dividends than FNWFX: HERIX (3.61) vs FNWFX (1.56). FNWFX was incepted earlier than HERIX: FNWFX (8 years) vs HERIX (14 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 : 19.20 vs. FNWFX (12.00). HERIX return over 5 years is better than : 22.57 vs. FNWFX (16.03).
| FNWFX | HERIX | FNWFX / HERIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 10.027 | 16.013 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 359M | 17,827% |
| Annual Yield % from dividends | 1.56 | 3.61 | 43% |
| Returns for 1 year | 12.00 | 19.20 | 62% |
| Returns for 3 years | 0.71 | 7.49 | 9% |
| Returns for 5 years | 16.03 | 22.57 | 71% |
| Returns for 10 years | N/A | 54.83 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers