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FWWNX vs LSVZX
FWWNX vs LSVZX Comparison
Open Charts FWWNX vs LSVZX
American Funds New World 529-F-3
Price$85.69
Change-$1.04 (-1.20%)
VolumeN/A
Net Assets68.56B
LSV Emerging Markets Equity Instl
Price$13.55
Change-$0.17 (-1.24%)
VolumeN/A
Net Assets134.89M
FWWNX vs LSVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 68.6B vs. LSVZX (135M). LSVZX pays higher dividends than FWWNX: LSVZX (1.41) vs FWWNX (1.09). FWWNX was incepted earlier than LSVZX: FWWNX (5 years) vs LSVZX (6 years). LSVZX (1.85) is less costly to investors than FWWNX (0.63). FWWNX is a more actively managed with annual turnover of: 37.00 vs. LSVZX (13.00). FWWNX has a lower initial minimum investment than LSVZX: FWWNX (250) vs LSVZX (100000). LSVZX annual gain was more profitable for investors over the last year : 16.31 vs. FWWNX (8.28).
| FWWNX | LSVZX | FWWNX / LSVZX | |
| Total Expense Ratio | 0.63 | 0.95 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 1.85 | 34% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 11.794 | 17.466 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6B | 135M | 50,815% |
| Annual Yield % from dividends | 1.09 | 1.41 | 78% |
| Returns for 1 year | 8.28 | 16.31 | 51% |
| Returns for 3 years | 36.88 | 48.82 | 76% |
| Returns for 5 years | N/A | 83.46 | - |
| Returns for 10 years | N/A | N/A | - |
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