Ad is loading...
FWAFX vs RNPEX
FWAFX vs RNPEX Comparison
Open Charts FWAFX vs RNPEX
Fidelity Advisor Worldwide A
Price$30.33
Change-$1.48 (-4.65%)
VolumeN/A
Net Assets2.95B
American Funds New Perspective R4
Price$58.01
Change-$2.40 (-3.97%)
VolumeN/A
Net Assets139.04B
FWAFX vs RNPEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWAFX vs. RNPEX commentary
Apr 04, 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 FWAFX is a Hold and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 139B vs. FWAFX (2.95B). FWAFX pays higher dividends than RNPEX: FWAFX (0.59) vs RNPEX (0.56). FWAFX was incepted earlier than RNPEX: FWAFX (16 years) vs RNPEX (23 years). FWAFX (0.98) is less costly to investors than RNPEX (0.76). FWAFX is a more actively managed with annual turnover of: 108.00 vs. RNPEX (24.00). 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 : 2.25 vs. FWAFX (-10.85). RNPEX return over 5 years is better than : 68.44 vs. FWAFX (46.18).
| FWAFX | RNPEX | FWAFX / RNPEX | |
| Total Expense Ratio | 0.98 | 0.76 | 129% |
| Annual Report Gross Expense Ratio | 0.98 | 0.76 | 129% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -6.661 | -0.821 | 811% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 139B | 2% |
| Annual Yield % from dividends | 0.59 | 0.56 | 106% |
| Returns for 1 year | -10.85 | 2.25 | -482% |
| Returns for 3 years | 1.17 | 2.32 | 50% |
| Returns for 5 years | 46.18 | 68.44 | 67% |
| Returns for 10 years | 38.02 | 61.92 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...