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FNWFX vs IPOYX
FNWFX vs IPOYX Comparison
Open Charts FNWFX vs IPOYX
American Funds New World F3
Price$80.36
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Systematic Em Mkts Eq Y
Price$19.37
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
FNWFX vs IPOYX Comparison Chart
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FNWFX vs. IPOYX commentary
Nov 18, 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 Buy and IPOYX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.9B vs. IPOYX (672M). 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 (11.59) and IPOYX (11.13) have marching annual gain over last year. FNWFX return over 5 years is better than : 17.23 vs. IPOYX (2.83).
| 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 | 7.147 | 6.957 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 672M | 9,063% |
| Annual Yield % from dividends | 1.56 | 3.02 | 52% |
| Returns for 1 year | 11.59 | 11.13 | 104% |
| Returns for 3 years | -14.49 | -29.71 | 49% |
| Returns for 5 years | 17.23 | 2.83 | 610% |
| Returns for 10 years | N/A | 30.63 | - |
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