Ad is loading...
Analysis and predictions FNWFX vs JEMWX
FNWFX vs JEMWX Comparison
Open Charts FNWFX vs JEMWX
American Funds New World F3
Price$74.26
Change+$0.41 (+0.56%)
VolumeN/A
CapitalizationN/A
JPMorgan Emerging Markets Equity R6
Price$29.17
Change+$0.05 (+0.17%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FNWFX vs JEMWX Comparison Chart
Loading...
FNWFX vs. JEMWX commentary
Dec 03, 2023
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 Hold and JEMWX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 51.6B vs. JEMWX (7.49B). FNWFX pays higher dividends than JEMWX: FNWFX (1.20) vs JEMWX (0.65). FNWFX was incepted earlier than JEMWX: FNWFX (7 years) vs JEMWX (10 years). JEMWX (0.81) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 39.00 vs. JEMWX (18.00). FNWFX has a lower initial minimum investment than JEMWX: FNWFX (1000000) vs JEMWX (15000000). FNWFX annual gain was more profitable for investors over the last year : 8.52 vs. JEMWX (1.09). FNWFX return over 5 years is better than : 24.27 vs. JEMWX (15.56).
| FNWFX | JEMWX | FNWFX / JEMWX | |
| Total Expense Ratio | 0.57 | 0.79 | 72% |
| Annual Report Gross Expense Ratio | 0.57 | 0.81 | 70% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 11.787 | 3.808 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6B | 7.49B | 689% |
| Annual Yield % from dividends | 1.20 | 0.65 | 184% |
| Returns for 1 year | 8.52 | 1.09 | 781% |
| Returns for 3 years | -9.64 | -28.33 | 34% |
| Returns for 5 years | 24.27 | 15.56 | 156% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers