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FWWNX vs IPOCX
FWWNX vs IPOCX Comparison
Open Charts FWWNX vs IPOCX
American Funds New World 529-F-3
Price$85.57
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
Macquarie Systematic Em Mkts Eq C
Price$16.14
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets670.85M
FWWNX vs IPOCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 67.6B vs. IPOCX (671M). IPOCX pays higher dividends than FWWNX: IPOCX (3.57) vs FWWNX (1.09). 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 (30.00). 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 : 7.78 vs. IPOCX (6.91).
| 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 | 11.389 | 7.796 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6B | 671M | 10,075% |
| Annual Yield % from dividends | 1.09 | 3.57 | 31% |
| Returns for 1 year | 7.78 | 6.91 | 113% |
| Returns for 3 years | 25.20 | -4.32 | -583% |
| Returns for 5 years | N/A | 4.39 | - |
| Returns for 10 years | N/A | 18.27 | - |
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