FNWFX
Price
$83.10
Change
-$0.10 (-0.12%)
Updated
Sep 20 closing price
OEQAX
Price
$7.72
Change
-$0.03 (-0.39%)
Updated
Sep 20 closing price
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FNWFX vs OEQAX

Header iconFNWFX vs OEQAX Comparison
Open Charts FNWFX vs OEQAXBanner chart's image
American Funds New World F3
Price$83.10
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
Oaktree Emerging Markets Equity A
Price$7.72
Change-$0.03 (-0.39%)
VolumeN/A
CapitalizationN/A
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FNWFX vs OEQAX Comparison Chart
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VS
FNWFX vs. OEQAX commentary
Sep 21, 2024

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 StrongBuy and OEQAX is a Sell.

FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.1B vs. OEQAX (272M). OEQAX pays higher dividends than FNWFX: OEQAX (2.65) vs FNWFX (1.56). FNWFX was incepted earlier than OEQAX: FNWFX (8 years) vs OEQAX (2 years). OEQAX is a more actively managed with annual turnover of: 46.00 vs. FNWFX (32.00). OEQAX has a lower initial minimum investment than FNWFX: OEQAX (1000) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 18.70 vs. OEQAX (7.51).
FNWFXOEQAXFNWFX / OEQAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years2 years-
Gain YTD10.8001.974547%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets63.1B272M23,199%
Annual Yield % from dividends1.562.6559%
Returns for 1 year18.707.51249%
Returns for 3 years-9.66N/A-
Returns for 5 years25.74N/A-
Returns for 10 yearsN/A-33.52-
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