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FNWFX vs IPOCX
FNWFX vs IPOCX Comparison
Open Charts FNWFX vs IPOCX
American Funds New World F3
Price$83.10
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Systematic Em Mkts Eq C
Price$15.71
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FNWFX vs IPOCX Comparison Chart
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FNWFX vs. IPOCX commentary
Sep 22, 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 StrongBuy and IPOCX is a Sell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.1B vs. IPOCX (705M). IPOCX pays higher dividends than FNWFX: IPOCX (3.11) vs FNWFX (1.56). FNWFX was incepted earlier than IPOCX: FNWFX (8 years) vs IPOCX (28 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 : 18.70 vs. IPOCX (16.73). FNWFX return over 5 years is better than : 25.74 vs. IPOCX (4.18).
| FNWFX | IPOCX | FNWFX / IPOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 10.800 | 8.870 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 705M | 8,950% |
| Annual Yield % from dividends | 1.56 | 3.11 | 50% |
| Returns for 1 year | 18.70 | 16.73 | 112% |
| Returns for 3 years | -9.66 | -29.09 | 33% |
| Returns for 5 years | 25.74 | 4.18 | 616% |
| Returns for 10 years | N/A | 20.75 | - |
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