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FNWFX vs MSRFX
FNWFX vs MSRFX Comparison
Open Charts FNWFX vs MSRFX
American Funds New World F3
Price$73.70
Change-$0.64 (-0.86%)
VolumeN/A
Net Assets58.72B
Morgan Stanley Inst Next Gen Em Mkts R6
Price$14.05
Change+$0.23 (+1.66%)
VolumeN/A
Net Assets17.46M
FNWFX vs MSRFX Comparison Chart
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FNWFX vs. MSRFX commentary
Apr 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 Hold and MSRFX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 58.7B vs. MSRFX (17.5M). MSRFX pays higher dividends than FNWFX: MSRFX (3.56) vs FNWFX (1.23). 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). FNWFX is a more actively managed with annual turnover of: 37.00 vs. MSRFX (33.00). 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 : -4.95 vs. MSRFX (-7.71). FNWFX return over 5 years is better than : 33.43 vs. MSRFX (14.66).
| 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 | -3.480 | -14.321 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.7B | 17.5M | 335,429% |
| Annual Yield % from dividends | 1.23 | 3.56 | 35% |
| Returns for 1 year | -4.95 | -7.71 | 64% |
| Returns for 3 years | 2.62 | -13.76 | -19% |
| Returns for 5 years | 33.43 | 14.66 | 228% |
| Returns for 10 years | N/A | -23.11 | - |
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