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FNWFX vs REFGX
FNWFX vs REFGX Comparison
Open Charts FNWFX vs REFGX
American Funds New World F3
Price$75.98
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets59.94B
Emerging Markets Growth Fund R-6
Price$6.77
Change+$0.06 (+0.89%)
VolumeN/A
Net Assets1.23B
FNWFX vs REFGX Comparison Chart
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FNWFX vs. REFGX commentary
Apr 19, 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 StrongBuy and REFGX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 59.9B vs. REFGX (1.23B). REFGX pays higher dividends than FNWFX: REFGX (1.45) vs FNWFX (1.23). FNWFX was incepted earlier than REFGX: FNWFX (8 years) vs REFGX (8 years). REFGX (0.74) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 37.00 vs. REFGX (34.00). FNWFX (1000000) and REFGX (1000000) have matching initial minimum investment requirements. REFGX annual gain was more profitable for investors over the last year : 7.20 vs. FNWFX (0.82). FNWFX return over 5 years is better than : 33.74 vs. REFGX (4.57).
| FNWFX | REFGX | FNWFX / REFGX | |
| Total Expense Ratio | 0.57 | 0.74 | 77% |
| Annual Report Gross Expense Ratio | 0.57 | 0.74 | 77% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | -1.350 | 0.744 | -181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9B | 1.23B | 4,870% |
| Annual Yield % from dividends | 1.23 | 1.45 | 85% |
| Returns for 1 year | 0.82 | 7.20 | 11% |
| Returns for 3 years | 5.11 | 0.94 | 543% |
| Returns for 5 years | 33.74 | 4.57 | 737% |
| Returns for 10 years | N/A | N/A | - |