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FNWFX vs LDMIX
FNWFX vs LDMIX Comparison
Open Charts FNWFX vs LDMIX
American Funds New World F3
Price$81.74
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets63.85B
Lazard Developing Markets Equity Instl
Price$14.04
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets87.95M
FNWFX vs LDMIX Comparison Chart
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FNWFX vs. LDMIX commentary
May 11, 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 LDMIX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.8B vs. LDMIX (88M). FNWFX pays higher dividends than LDMIX: FNWFX (1.21) vs LDMIX (0.83). FNWFX was incepted earlier than LDMIX: FNWFX (8 years) vs LDMIX (17 years). LDMIX (1.24) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 37.00 vs. LDMIX (24.00). LDMIX has a lower initial minimum investment than FNWFX: LDMIX (10000) vs FNWFX (1000000). LDMIX annual gain was more profitable for investors over the last year : 6.93 vs. FNWFX (3.79). FNWFX return over 5 years is better than : 38.68 vs. LDMIX (26.19).
| FNWFX | LDMIX | FNWFX / LDMIX | |
| Total Expense Ratio | 0.57 | 1.10 | 52% |
| Annual Report Gross Expense Ratio | 0.57 | 1.24 | 46% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 6.128 | 4.698 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | 100000 | - |
| Net Assets | 63.8B | 88M | 72,500% |
| Annual Yield % from dividends | 1.21 | 0.83 | 147% |
| Returns for 1 year | 3.79 | 6.93 | 55% |
| Returns for 3 years | 26.93 | 17.41 | 155% |
| Returns for 5 years | 38.68 | 26.19 | 148% |
| Returns for 10 years | N/A | 34.94 | - |
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