Ad is loading...
FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
American Funds New World F3
Price$81.74
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets63.67B
Macquarie Systematic Em Mkts Eq Y
Price$19.76
Change+$0.13 (+0.66%)
VolumeN/A
Net Assets651.3M
FNWFX vs IPOYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. IPOYX commentary
May 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 IPOYX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.7B vs. IPOYX (651M). IPOYX pays higher dividends than FNWFX: IPOYX (3.27) vs FNWFX (1.21). FNWFX was incepted earlier than IPOYX: FNWFX (8 years) vs IPOYX (22 years). IPOYX (1.51) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 37.00 vs. IPOYX (30.00). 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 : 4.36 vs. FNWFX (3.79). FNWFX return over 5 years is better than : 38.68 vs. IPOYX (18.46).
| FNWFX | IPOYX | FNWFX / IPOYX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.57 | 1.51 | 38% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 6.128 | 3.917 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.7B | 651M | 9,785% |
| Annual Yield % from dividends | 1.21 | 3.27 | 37% |
| Returns for 1 year | 3.79 | 4.36 | 87% |
| Returns for 3 years | 26.93 | 3.15 | 855% |
| Returns for 5 years | 38.68 | 18.46 | 210% |
| Returns for 10 years | N/A | 21.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers