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FNWFX vs REFGX
FNWFX vs REFGX Comparison
Open Charts FNWFX vs REFGX
American Funds New World F3
Price$80.36
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
Emerging Markets Growth Fund R-6
Price$6.85
Change-$0.03 (-0.44%)
VolumeN/A
CapitalizationN/A
FNWFX vs REFGX Comparison Chart
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FNWFX vs. REFGX commentary
Nov 18, 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 REFGX is a StrongSell.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.9B vs. REFGX (1.28B). FNWFX pays higher dividends than REFGX: FNWFX (1.56) vs REFGX (1.44). FNWFX was incepted earlier than REFGX: FNWFX (8 years) vs REFGX (7 years). REFGX is a more actively managed with annual turnover of: 38.00 vs. FNWFX (32.00). FNWFX (1000000) and REFGX (1000000) have matching initial minimum investment requirements. FNWFX annual gain was more profitable for investors over the last year : 11.59 vs. REFGX (6.16). FNWFX return over 5 years is better than : 17.23 vs. REFGX (-14.49).
| FNWFX | REFGX | FNWFX / REFGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 7.147 | 3.008 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 1.28B | 4,754% |
| Annual Yield % from dividends | 1.56 | 1.44 | 109% |
| Returns for 1 year | 11.59 | 6.16 | 188% |
| Returns for 3 years | -14.49 | -30.19 | 48% |
| Returns for 5 years | 17.23 | -14.49 | -119% |
| Returns for 10 years | N/A | N/A | - |
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