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FNWFX vs IPOCX
FNWFX vs IPOCX Comparison
Open Charts FNWFX vs IPOCX
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Systematic Em Mkts Eq C
Price$14.94
Change-$0.21 (-1.39%)
VolumeN/A
CapitalizationN/A
FNWFX vs IPOCX Comparison Chart
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FNWFX vs. IPOCX 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 IPOCX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 64B vs. IPOCX (684M). IPOCX pays higher dividends than FNWFX: IPOCX (3.11) vs FNWFX (1.56). FNWFX was incepted earlier than IPOCX: FNWFX (8 years) vs IPOCX (29 years). IPOCX is a more actively managed with annual turnover of: 65.00 vs. FNWFX (32.00). IPOCX has a lower initial minimum investment than FNWFX: IPOCX (1000) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 12.00 vs. IPOCX (11.35). FNWFX return over 5 years is better than : 16.03 vs. IPOCX (-6.53).
| FNWFX | IPOCX | FNWFX / IPOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 10.027 | 8.883 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 684M | 9,357% |
| Annual Yield % from dividends | 1.56 | 3.11 | 50% |
| Returns for 1 year | 12.00 | 11.35 | 106% |
| Returns for 3 years | 0.71 | -25.20 | -3% |
| Returns for 5 years | 16.03 | -6.53 | -245% |
| Returns for 10 years | N/A | 21.97 | - |
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