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FWIFX vs RNPHX
FWIFX vs RNPHX Comparison
Open Charts FWIFX vs RNPHX
Fidelity Advisor Worldwide I
Price$38.99
Change+$0.08 (+0.21%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.33
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
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FWIFX vs RNPHX Comparison Chart
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FWIFX vs. RNPHX commentary
Sep 21, 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 FWIFX is a StrongBuy and RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 145B vs. FWIFX (3.5B). RNPHX pays higher dividends than FWIFX: RNPHX (1.00) vs FWIFX (0.79). FWIFX was incepted earlier than RNPHX: FWIFX (16 years) vs RNPHX (9 years). FWIFX is a more actively managed with annual turnover of: 114.00 vs. RNPHX (17.00). FWIFX has a lower initial minimum investment than RNPHX: FWIFX (0) vs RNPHX (250). FWIFX annual gain was more profitable for investors over the last year : 32.49 vs. RNPHX (18.37). RNPHX (44.12) and FWIFX (42.76) have equivalent 5 years return.
| FWIFX | RNPHX | FWIFX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 22.805 | 14.583 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 145B | 2% |
| Annual Yield % from dividends | 0.79 | 1.00 | 79% |
| Returns for 1 year | 32.49 | 18.37 | 177% |
| Returns for 3 years | -2.59 | -6.34 | 41% |
| Returns for 5 years | 42.76 | 44.12 | 97% |
| Returns for 10 years | 54.81 | N/A | - |
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