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FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
American Funds New World F3
Price$83.10
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Systematic Em Mkts Eq Y
Price$19.82
Change-$0.02 (-0.10%)
VolumeN/A
CapitalizationN/A
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FNWFX vs IPOYX Comparison Chart
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FNWFX vs. IPOYX commentary
Sep 21, 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 IPOYX is a Sell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.1B vs. IPOYX (705M). IPOYX pays higher dividends than FNWFX: IPOYX (3.02) vs FNWFX (1.56). FNWFX was incepted earlier than IPOYX: FNWFX (8 years) vs IPOYX (21 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). FNWFX annual gain was more profitable for investors over the last year : 18.70 vs. IPOYX (17.63). FNWFX return over 5 years is better than : 25.74 vs. IPOYX (10.90).
| FNWFX | IPOYX | FNWFX / IPOYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 10.800 | 9.442 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 705M | 8,950% |
| Annual Yield % from dividends | 1.56 | 3.02 | 52% |
| Returns for 1 year | 18.70 | 17.63 | 106% |
| Returns for 3 years | -9.66 | -25.64 | 38% |
| Returns for 5 years | 25.74 | 10.90 | 236% |
| Returns for 10 years | N/A | 32.99 | - |
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