Interact to see
Advertisement
Advertisement
FWWNX vs IPOAX
FWWNX vs IPOAX Comparison
Open Charts FWWNX vs IPOAX
American Funds New World 529-F-3
Price$85.57
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.49B
Macquarie Systematic Em Mkts Eq A
Price$20.07
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets667.07M
FWWNX vs IPOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 67.5B vs. IPOAX (667M). IPOAX pays higher dividends than FWWNX: IPOAX (3.14) vs FWWNX (1.09). FWWNX was incepted earlier than IPOAX: FWWNX (5 years) vs IPOAX (32 years). IPOAX (1.51) is less costly to investors than FWWNX (0.63). FWWNX is a more actively managed with annual turnover of: 37.00 vs. IPOAX (30.00). FWWNX has a lower initial minimum investment than IPOAX: FWWNX (250) vs IPOAX (1000). FWWNX (7.78) and IPOAX (7.70) have marching annual gain over last year.
| FWWNX | IPOAX | FWWNX / IPOAX | |
| Total Expense Ratio | 0.63 | 1.05 | 60% |
| Annual Report Gross Expense Ratio | 0.63 | 1.51 | 42% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 11.389 | 8.134 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5B | 667M | 10,120% |
| Annual Yield % from dividends | 1.09 | 3.14 | 35% |
| Returns for 1 year | 7.78 | 7.70 | 101% |
| Returns for 3 years | 25.20 | 1.08 | 2,329% |
| Returns for 5 years | N/A | 11.85 | - |
| Returns for 10 years | N/A | 30.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement