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FWWNX vs OEQIX
FWWNX vs OEQIX Comparison
Open Charts FWWNX vs OEQIX
American Funds New World 529-F-3
Price$88.87
Change+$0.12 (+0.14%)
VolumeN/A
Net Assets70.07B
Oaktree Emerging Markets Equity I
Price$8.82
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets268.98M
FWWNX vs OEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.1B vs. OEQIX (269M). OEQIX pays higher dividends than FWWNX: OEQIX (2.24) vs FWWNX (1.04). FWWNX was incepted earlier than OEQIX: FWWNX (5 years) vs OEQIX (4 years). OEQIX (1.22) is less costly to investors than FWWNX (0.63). OEQIX is a more actively managed with annual turnover of: 124.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than OEQIX: FWWNX (250) vs OEQIX (1000000). OEQIX annual gain was more profitable for investors over the last year : 15.62 vs. FWWNX (9.68).
| FWWNX | OEQIX | FWWNX / OEQIX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 1.22 | 52% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 15.943 | 22.361 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1B | 269M | 26,059% |
| Annual Yield % from dividends | 1.04 | 2.24 | 47% |
| Returns for 1 year | 9.68 | 15.62 | 62% |
| Returns for 3 years | 42.68 | 35.04 | 122% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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