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FNWFX vs OEQAX
FNWFX vs OEQAX Comparison
Open Charts FNWFX vs OEQAX
American Funds New World F3
Price$77.47
Change+$0.11 (+0.14%)
VolumeN/A
CapitalizationN/A
Oaktree Emerging Markets Equity A
Price$7.50
Change+$0.02 (+0.27%)
VolumeN/A
CapitalizationN/A
FNWFX vs OEQAX Comparison Chart
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FNWFX vs. OEQAX commentary
Dec 24, 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 Buy and OEQAX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.2B vs. OEQAX (246M). OEQAX pays higher dividends than FNWFX: OEQAX (2.65) vs FNWFX (1.56). FNWFX was incepted earlier than OEQAX: FNWFX (8 years) vs OEQAX (3 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 : 5.89 vs. OEQAX (0.94).
| FNWFX | OEQAX | FNWFX / OEQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 3 years | - |
| Gain YTD | 4.581 | -1.316 | -348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2B | 246M | 25,285% |
| Annual Yield % from dividends | 1.56 | 2.65 | 59% |
| Returns for 1 year | 5.89 | 0.94 | 626% |
| Returns for 3 years | -5.04 | N/A | - |
| Returns for 5 years | 14.50 | N/A | - |
| Returns for 10 years | N/A | -38.56 | - |