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FWWNX vs IPOAX
FWWNX vs IPOAX Comparison
Open Charts FWWNX vs IPOAX
American Funds New World 529-F-3
Price$88.75
Change+$0.17 (+0.19%)
VolumeN/A
Net Assets69.94B
Macquarie Systematic Em Mkts Eq A
Price$20.92
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets679.21M
FWWNX vs IPOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 69.9B vs. IPOAX (679M). IPOAX pays higher dividends than FWWNX: IPOAX (2.99) vs FWWNX (1.04). 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 (28.00). FWWNX has a lower initial minimum investment than IPOAX: FWWNX (250) vs IPOAX (1000). FWWNX annual gain was more profitable for investors over the last year : 9.28 vs. IPOAX (6.90).
| 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 | 15.786 | 13.449 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 679M | 10,295% |
| Annual Yield % from dividends | 1.04 | 2.99 | 35% |
| Returns for 1 year | 9.28 | 6.90 | 135% |
| Returns for 3 years | 42.49 | 18.85 | 225% |
| Returns for 5 years | N/A | 9.06 | - |
| Returns for 10 years | N/A | 43.30 | - |
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