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FNWFX vs IPOCX
FNWFX vs IPOCX Comparison
Open Charts FNWFX vs IPOCX
American Funds New World F3
Price$90.02
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets70.59B
Macquarie Systematic Em Mkts Eq C
Price$17.00
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets687.86M
FNWFX vs IPOCX Comparison Chart in %
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FNWFX vs. IPOCX commentary
Aug 10, 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 Buy and IPOCX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 70.6B vs. IPOCX (688M). IPOCX pays higher dividends than FNWFX: IPOCX (3.37) vs FNWFX (1.10). FNWFX was incepted earlier than IPOCX: FNWFX (9 years) vs IPOCX (29 years). IPOCX (2.26) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 37.00 vs. IPOCX (28.00). 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 : 16.27 vs. IPOCX (14.33). FNWFX return over 5 years is better than : 26.87 vs. IPOCX (-4.35).
| FNWFX | IPOCX | FNWFX / IPOCX | |
| Total Expense Ratio | 0.57 | 1.80 | 32% |
| Annual Report Gross Expense Ratio | 0.57 | 2.26 | 25% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 16.879 | 14.247 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 688M | 10,262% |
| Annual Yield % from dividends | 1.10 | 3.37 | 33% |
| Returns for 1 year | 16.27 | 14.33 | 113% |
| Returns for 3 years | 34.90 | 9.45 | 370% |
| Returns for 5 years | 26.87 | -4.35 | -617% |
| Returns for 10 years | N/A | 40.30 | - |