Ad is loading...
FNWFX vs JEVRX
FNWFX vs JEVRX Comparison
Open Charts FNWFX vs JEVRX
American Funds New World F3
Price$81.52
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
JHancock Disciplined Value Em Mkts Eq R6
Price$9.12
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets119.69M
FNWFX vs JEVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. JEVRX commentary
May 09, 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 JEVRX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. JEVRX (120M). JEVRX pays higher dividends than FNWFX: JEVRX (1.39) vs FNWFX (1.21). FNWFX was incepted earlier than JEVRX: FNWFX (8 years) vs JEVRX (14 years). JEVRX (1.17) is less costly to investors than FNWFX (0.57). JEVRX is a more actively managed with annual turnover of: 194.00 vs. FNWFX (37.00). FNWFX (1000000) and JEVRX (1000000) have matching initial minimum investment requirements. FNWFX annual gain was more profitable for investors over the last year : 3.55 vs. JEVRX (-21.17). FNWFX return over 5 years is better than : 38.31 vs. JEVRX (12.06).
| FNWFX | JEVRX | FNWFX / JEVRX | |
| Total Expense Ratio | 0.57 | 0.90 | 63% |
| Annual Report Gross Expense Ratio | 0.57 | 1.17 | 49% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 5.843 | 7.059 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 120M | 53,000% |
| Annual Yield % from dividends | 1.21 | 1.39 | 87% |
| Returns for 1 year | 3.55 | -21.17 | -17% |
| Returns for 3 years | 27.45 | -10.50 | -261% |
| Returns for 5 years | 38.31 | 12.06 | 318% |
| Returns for 10 years | N/A | -0.60 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers