Ad is loading...
FNWFX vs NEWFX
FNWFX vs NEWFX Comparison
Open Charts FNWFX vs NEWFX
American Funds New World F3
Price$78.89
Change+$0.86 (+1.10%)
VolumeN/A
Net Assets61.47B
American Funds New World A
Price$78.83
Change+$0.85 (+1.09%)
VolumeN/A
Net Assets61.47B
FNWFX vs NEWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. NEWFX commentary
Apr 25, 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 NEWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX (61.5B) and NEWFX (61.5B) 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). NEWFX annual gain was more profitable for investors over the last year : 2.43 vs. FNWFX (0.58). NEWFX (38.73) and FNWFX (37.02) 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 | -0.091 | 2.284 | -4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 61.5B | 61.5B | 100% |
| Annual Yield % from dividends | 1.23 | 0.81 | 152% |
| Returns for 1 year | 0.58 | 2.43 | 24% |
| Returns for 3 years | 10.32 | 12.71 | 81% |
| Returns for 5 years | 37.02 | 38.73 | 96% |
| Returns for 10 years | N/A | 41.20 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers