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FWDGX vs RNWBX
FWDGX vs RNWBX Comparison
Open Charts FWDGX vs RNWBX
American Funds Dvlpg Wld Gr&Inc 529-F-3
Price$12.10
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets1.95B
American Funds New World R2
Price$81.86
Change-$1.00 (-1.21%)
VolumeN/A
Net Assets67.74B
FWDGX vs RNWBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 67.7B vs. FWDGX (1.95B). FWDGX pays higher dividends than RNWBX: FWDGX (1.35) vs RNWBX (0.13). FWDGX was incepted earlier than RNWBX: FWDGX (5 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than FWDGX (0.83). FWDGX is a more actively managed with annual turnover of: 51.00 vs. RNWBX (37.00). FWDGX (250) and RNWBX (250) have matching initial minimum investment requirements. FWDGX annual gain was more profitable for investors over the last year : 16.28 vs. RNWBX (7.09).
| FWDGX | RNWBX | FWDGX / RNWBX | |
| Total Expense Ratio | 0.83 | 1.67 | 50% |
| Annual Report Gross Expense Ratio | 0.83 | 1.67 | 50% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 14.708 | 11.298 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 67.7B | 3% |
| Annual Yield % from dividends | 1.35 | 0.13 | 999% |
| Returns for 1 year | 16.28 | 7.09 | 230% |
| Returns for 3 years | 39.46 | 32.44 | 122% |
| Returns for 5 years | N/A | 28.56 | - |
| Returns for 10 years | N/A | 54.60 | - |