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FWAFX vs RNPEX
FWAFX vs RNPEX Comparison
Open Charts FWAFX vs RNPEX
Fidelity Advisor Worldwide A
Price$34.09
Change-$1.25 (-3.54%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R4
Price$64.62
Change-$2.05 (-3.07%)
VolumeN/A
CapitalizationN/A
FWAFX vs RNPEX Comparison Chart
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FWAFX vs. RNPEX commentary
Dec 19, 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 FWAFX is a StrongBuy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 149B vs. FWAFX (3.31B). RNPEX pays higher dividends than FWAFX: RNPEX (0.83) vs FWAFX (0.56). FWAFX was incepted earlier than RNPEX: FWAFX (16 years) vs RNPEX (23 years). FWAFX is a more actively managed with annual turnover of: 114.00 vs. RNPEX (17.00). FWAFX has a lower initial minimum investment than RNPEX: FWAFX (0) vs RNPEX (250). RNPEX annual gain was more profitable for investors over the last year : 23.10 vs. FWAFX (17.52). RNPEX return over 5 years is better than : 40.88 vs. FWAFX (29.87).
| FWAFX | RNPEX | FWAFX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 16.217 | 21.483 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 149B | 2% |
| Annual Yield % from dividends | 0.56 | 0.83 | 68% |
| Returns for 1 year | 17.52 | 23.10 | 76% |
| Returns for 3 years | 5.25 | 7.22 | 73% |
| Returns for 5 years | 29.87 | 40.88 | 73% |
| Returns for 10 years | 61.02 | 76.05 | 80% |