Interact to see
Advertisement
Advertisement
FWWNX vs OEQAX
FWWNX vs OEQAX Comparison
Open Charts FWWNX vs OEQAX
American Funds New World 529-F-3
Price$89.52
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets70.59B
Oaktree Emerging Markets Equity A
Price$9.09
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets276.95M
FWWNX vs OEQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.6B vs. OEQAX (277M). OEQAX pays higher dividends than FWWNX: OEQAX (1.91) vs FWWNX (1.05). FWWNX was incepted earlier than OEQAX: FWWNX (5 years) vs OEQAX (3 years). OEQAX (1.49) is less costly to investors than FWWNX (0.63). OEQAX is a more actively managed with annual turnover of: 124.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than OEQAX: FWWNX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 26.32 vs. FWWNX (16.12).
| FWWNX | OEQAX | FWWNX / OEQAX | |
| Total Expense Ratio | 0.63 | 1.23 | 51% |
| Annual Report Gross Expense Ratio | 0.63 | 1.49 | 42% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 16.791 | 25.726 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 277M | 25,487% |
| Annual Yield % from dividends | 1.05 | 1.91 | 55% |
| Returns for 1 year | 16.12 | 26.32 | 61% |
| Returns for 3 years | 36.18 | 29.87 | 121% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | -27.46 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers