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FNWFX vs MSRFX
FNWFX vs MSRFX Comparison
Open Charts FNWFX vs MSRFX
American Funds New World F3
Price$81.52
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
Morgan Stanley Inst Next Gen Em Mkts R6
Price$15.48
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets19.18M
FNWFX vs MSRFX Comparison Chart
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FNWFX vs. MSRFX 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 MSRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. MSRFX (19.2M). MSRFX pays higher dividends than FNWFX: MSRFX (3.54) vs FNWFX (1.21). FNWFX was incepted earlier than MSRFX: FNWFX (8 years) vs MSRFX (10 years). MSRFX (8.23) is less costly to investors than FNWFX (0.57). MSRFX is a more actively managed with annual turnover of: 40.00 vs. FNWFX (37.00). FNWFX has a lower initial minimum investment than MSRFX: FNWFX (1000000) vs MSRFX (5000000). FNWFX annual gain was more profitable for investors over the last year : 3.55 vs. MSRFX (1.53). FNWFX return over 5 years is better than : 38.31 vs. MSRFX (15.97).
| FNWFX | MSRFX | FNWFX / MSRFX | |
| Total Expense Ratio | 0.57 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.57 | 8.23 | 7% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 5.843 | -4.898 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 19.2M | 331,250% |
| Annual Yield % from dividends | 1.21 | 3.54 | 34% |
| Returns for 1 year | 3.55 | 1.53 | 232% |
| Returns for 3 years | 27.45 | 9.63 | 285% |
| Returns for 5 years | 38.31 | 15.97 | 240% |
| Returns for 10 years | N/A | -14.65 | - |
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