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FNWFX vs HERIX
FNWFX vs HERIX Comparison
Open Charts FNWFX vs HERIX
American Funds New World F3
Price$75.10
Change+$1.40 (+1.90%)
VolumeN/A
Net Assets59.29B
Hartford Emerging Markets Equity I
Price$9.67
Change+$0.22 (+2.33%)
VolumeN/A
Net Assets355.22M
FNWFX vs HERIX Comparison Chart
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FNWFX vs. HERIX commentary
Apr 14, 2025
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 Hold and HERIX is a Sell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 59.3B vs. HERIX (355M). HERIX pays higher dividends than FNWFX: HERIX (2.85) vs FNWFX (1.23). FNWFX was incepted earlier than HERIX: FNWFX (8 years) vs HERIX (14 years). HERIX (1.15) is less costly to investors than FNWFX (0.57). HERIX is a more actively managed with annual turnover of: 113.00 vs. FNWFX (37.00). 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 : 3.78 vs. FNWFX (-4.14). HERIX return over 5 years is better than : 49.26 vs. FNWFX (34.79).
| FNWFX | HERIX | FNWFX / HERIX | |
| Total Expense Ratio | 0.57 | 1.15 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 1.15 | 50% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -2.493 | -2.422 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.3B | 355M | 16,704% |
| Annual Yield % from dividends | 1.23 | 2.85 | 43% |
| Returns for 1 year | -4.14 | 3.78 | -110% |
| Returns for 3 years | 4.01 | 11.81 | 34% |
| Returns for 5 years | 34.79 | 49.26 | 71% |
| Returns for 10 years | N/A | 34.20 | - |
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