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FNWFX vs HERIX
FNWFX vs HERIX Comparison
Open Charts FNWFX vs HERIX
American Funds New World F3
Price$77.85
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.25B
Hartford Emerging Markets Equity I
Price$9.91
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets357.3M
FNWFX vs HERIX Comparison Chart
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FNWFX vs. HERIX commentary
Jan 19, 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 StrongBuy and HERIX is a Sell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.3B vs. HERIX (357M). 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 : 20.13 vs. FNWFX (7.47). HERIX return over 5 years is better than : 15.99 vs. FNWFX (11.39).
| 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 | 1.078 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3B | 357M | 17,451% |
| Annual Yield % from dividends | 1.56 | 3.61 | 43% |
| Returns for 1 year | 7.47 | 20.13 | 37% |
| Returns for 3 years | -2.78 | 3.86 | -72% |
| Returns for 5 years | 11.39 | 15.99 | 71% |
| Returns for 10 years | N/A | 50.07 | - |
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