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FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
American Funds New World F3
Price$77.85
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
Macquarie Systematic Em Mkts Eq Y
Price$18.91
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets662.9M
FNWFX vs IPOYX Comparison Chart
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FNWFX vs. IPOYX 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 IPOYX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.6B vs. IPOYX (663M). IPOYX pays higher dividends than FNWFX: IPOYX (3.02) vs FNWFX (1.56). FNWFX was incepted earlier than IPOYX: FNWFX (8 years) vs IPOYX (22 years). IPOYX is a more actively managed with annual turnover of: 65.00 vs. FNWFX (32.00). IPOYX has a lower initial minimum investment than FNWFX: IPOYX (0) vs FNWFX (1000000). IPOYX annual gain was more profitable for investors over the last year : 12.78 vs. FNWFX (7.47). FNWFX return over 5 years is better than : 11.39 vs. IPOYX (-6.42).
| FNWFX | IPOYX | FNWFX / IPOYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 1.078 | 0.106 | 1,018% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 663M | 9,442% |
| Annual Yield % from dividends | 1.56 | 3.02 | 52% |
| Returns for 1 year | 7.47 | 12.78 | 58% |
| Returns for 3 years | -2.78 | -23.52 | 12% |
| Returns for 5 years | 11.39 | -6.42 | -177% |
| Returns for 10 years | N/A | 30.41 | - |
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