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FWWNX vs IPOCX
FWWNX vs IPOCX Comparison
Open Charts FWWNX vs IPOCX
American Funds New World 529-F-3
Price$88.99
Change-$0.11 (-0.12%)
VolumeN/A
Net Assets70.3B
Macquarie Systematic Em Mkts Eq C
Price$16.93
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets684.46M
FWWNX vs IPOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.3B vs. IPOCX (684M). IPOCX pays higher dividends than FWWNX: IPOCX (3.40) vs FWWNX (1.04). FWWNX was incepted earlier than IPOCX: FWWNX (5 years) vs IPOCX (29 years). IPOCX (2.26) is less costly to investors than FWWNX (0.63). FWWNX is a more actively managed with annual turnover of: 37.00 vs. IPOCX (28.00). FWWNX has a lower initial minimum investment than IPOCX: FWWNX (250) vs IPOCX (1000). FWWNX annual gain was more profitable for investors over the last year : 11.46 vs. IPOCX (8.15).
| FWWNX | IPOCX | FWWNX / IPOCX | |
| Total Expense Ratio | 0.63 | 1.80 | 35% |
| Annual Report Gross Expense Ratio | 0.63 | 2.26 | 28% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 16.243 | 12.970 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.3B | 684M | 10,278% |
| Annual Yield % from dividends | 1.04 | 3.40 | 31% |
| Returns for 1 year | 11.46 | 8.15 | 141% |
| Returns for 3 years | 43.03 | 10.68 | 403% |
| Returns for 5 years | N/A | -0.00 | - |
| Returns for 10 years | N/A | 30.04 | - |
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