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FNWFX vs REFGX
FNWFX vs REFGX Comparison
Open Charts FNWFX vs REFGX
American Funds New World F3
Price$79.54
Change+$0.64 (+0.81%)
VolumeN/A
Net Assets63.4B
Emerging Markets Growth Fund R-6
Price$6.90
Change+$0.03 (+0.44%)
VolumeN/A
Net Assets1.27B
FNWFX vs REFGX Comparison Chart
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FNWFX vs. REFGX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.4B vs. REFGX (1.27B). 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. REFGX annual gain was more profitable for investors over the last year : 11.34 vs. FNWFX (8.78). FNWFX return over 5 years is better than : 19.76 vs. REFGX (-9.39).
| 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 | 3.272 | 2.679 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.4B | 1.27B | 4,980% |
| Annual Yield % from dividends | 1.56 | 1.44 | 109% |
| Returns for 1 year | 8.78 | 11.34 | 77% |
| Returns for 3 years | 1.52 | -11.14 | -14% |
| Returns for 5 years | 19.76 | -9.39 | -210% |
| Returns for 10 years | N/A | N/A | - |
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