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FWWNX vs OEQAX
FWWNX vs OEQAX Comparison
Open Charts FWWNX vs OEQAX
American Funds New World 529-F-3
Price$88.76
Change+$0.29 (+0.33%)
VolumeN/A
Net Assets69.95B
Oaktree Emerging Markets Equity A
Price$8.67
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets261.44M
FWWNX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 69.9B vs. OEQAX (261M). OEQAX pays higher dividends than FWWNX: OEQAX (1.95) vs FWWNX (1.04). 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 : 17.36 vs. FWWNX (12.30).
| 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 | 15.799 | 19.502 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 261M | 26,782% |
| Annual Yield % from dividends | 1.04 | 1.95 | 54% |
| Returns for 1 year | 12.30 | 17.36 | 71% |
| Returns for 3 years | 40.98 | 26.64 | 154% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | -30.86 | - |