Interact to see
Advertisement
Advertisement
FWWNX vs IPOIX
FWWNX vs IPOIX Comparison
Open Charts FWWNX vs IPOIX
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 I
Price$21.90
Change+$0.22 (+1.01%)
VolumeN/A
Net Assets679.21M
FWWNX vs IPOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 69.9B vs. IPOIX (679M). IPOIX pays higher dividends than FWWNX: IPOIX (3.07) vs FWWNX (1.04). FWWNX was incepted earlier than IPOIX: FWWNX (5 years) vs IPOIX (18 years). IPOIX (1.26) is less costly to investors than FWWNX (0.63). FWWNX is a more actively managed with annual turnover of: 37.00 vs. IPOIX (28.00). IPOIX has a lower initial minimum investment than FWWNX: IPOIX (0) vs FWWNX (250). FWWNX annual gain was more profitable for investors over the last year : 9.28 vs. IPOIX (7.19).
| FWWNX | IPOIX | FWWNX / IPOIX | |
| Total Expense Ratio | 0.63 | 0.80 | 79% |
| Annual Report Gross Expense Ratio | 0.63 | 1.26 | 50% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 15.786 | 13.648 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 679M | 10,295% |
| Annual Yield % from dividends | 1.04 | 3.07 | 34% |
| Returns for 1 year | 9.28 | 7.19 | 129% |
| Returns for 3 years | 42.49 | 19.08 | 223% |
| Returns for 5 years | N/A | 10.09 | - |
| Returns for 10 years | N/A | 46.60 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement