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FNWFX vs NEWFX
FNWFX vs NEWFX Comparison
Open Charts FNWFX vs NEWFX
American Funds New World F3
Price$77.08
Change-$1.87 (-2.37%)
VolumeN/A
Net Assets62.34B
American Funds New World A
Price$77.05
Change-$1.86 (-2.36%)
VolumeN/A
Net Assets62.34B
FNWFX vs NEWFX Comparison Chart
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FNWFX vs. NEWFX commentary
Apr 04, 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 NEWFX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX (62.3B) and NEWFX (62.3B) have equal amount of cash in the bank . FNWFX pays higher dividends than NEWFX: FNWFX (1.23) vs NEWFX (0.81). FNWFX was incepted earlier than NEWFX: FNWFX (8 years) vs NEWFX (26 years). NEWFX (0.98) is less costly to investors than FNWFX (0.57). FNWFX (37.00) and NEWFX (37.00) have comparable annual turnover. NEWFX has a lower initial minimum investment than FNWFX: NEWFX (250) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : -1.44 vs. NEWFX (-1.83). FNWFX (50.96) and NEWFX (49.11) have equivalent 5 years return.
| FNWFX | NEWFX | FNWFX / NEWFX | |
| Total Expense Ratio | 0.57 | 0.98 | 58% |
| Annual Report Gross Expense Ratio | 0.57 | 0.98 | 58% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 0.078 | -0.026 | -300% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 62.3B | 62.3B | 100% |
| Annual Yield % from dividends | 1.23 | 0.81 | 152% |
| Returns for 1 year | -1.44 | -1.83 | 79% |
| Returns for 3 years | 0.37 | -0.42 | -89% |
| Returns for 5 years | 50.96 | 49.11 | 104% |
| Returns for 10 years | N/A | 40.61 | - |
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