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FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
American Funds New World F3
Price$75.98
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets59.57B
Macquarie Systematic Em Mkts Eq Y
Price$18.49
Change+$0.28 (+1.54%)
VolumeN/A
Net Assets610.05M
FNWFX vs IPOYX Comparison Chart
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FNWFX vs. IPOYX commentary
Apr 18, 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: 59.6B vs. IPOYX (610M). IPOYX pays higher dividends than FNWFX: IPOYX (3.27) vs FNWFX (1.23). 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 : 3.74 vs. FNWFX (0.82). FNWFX return over 5 years is better than : 33.74 vs. IPOYX (15.45).
| 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 | -1.350 | -2.118 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6B | 610M | 9,770% |
| Annual Yield % from dividends | 1.23 | 3.27 | 38% |
| Returns for 1 year | 0.82 | 3.74 | 22% |
| Returns for 3 years | 5.11 | -11.68 | -44% |
| Returns for 5 years | 33.74 | 15.45 | 218% |
| Returns for 10 years | N/A | 14.96 | - |
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