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FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
American Funds New World F3
Price$80.49
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
Macquarie Systematic Em Mkts Eq Y
Price$19.72
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets674.26M
FNWFX vs IPOYX Comparison Chart
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FNWFX vs. IPOYX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. IPOYX (674M). 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 : 8.06 vs. FNWFX (5.15). FNWFX return over 5 years is better than : 18.14 vs. IPOYX (2.57).
| 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 | 4.505 | 4.394 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 674M | 9,436% |
| Annual Yield % from dividends | 1.56 | 3.02 | 52% |
| Returns for 1 year | 5.15 | 8.06 | 64% |
| Returns for 3 years | 6.39 | -17.71 | -36% |
| Returns for 5 years | 18.14 | 2.57 | 707% |
| Returns for 10 years | N/A | 34.22 | - |
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