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FWWNX vs OEQIX
FWWNX vs OEQIX Comparison
Open Charts FWWNX vs OEQIX
American Funds New World 529-F-3
Price$74.72
Change+$1.40 (+1.91%)
VolumeN/A
Net Assets58.18B
Oaktree Emerging Markets Equity I
Price$7.37
Change+$0.25 (+3.51%)
VolumeN/A
Net Assets217.92M
FWWNX vs OEQIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 58.2B vs. OEQIX (218M). OEQIX pays higher dividends than FWWNX: OEQIX (2.48) vs FWWNX (1.18). FWWNX was incepted earlier than OEQIX: FWWNX (4 years) vs OEQIX (4 years). OEQIX (1.20) is less costly to investors than FWWNX (0.63). OEQIX is a more actively managed with annual turnover of: 46.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than OEQIX: FWWNX (250) vs OEQIX (1000000). OEQIX (-4.24) and FWWNX (-4.24) have marching annual gain over last year.
| FWWNX | OEQIX | FWWNX / OEQIX | |
| Total Expense Ratio | 0.63 | 0.96 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 1.20 | 53% |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | -2.518 | -1.111 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2B | 218M | 26,697% |
| Annual Yield % from dividends | 1.18 | 2.48 | 48% |
| Returns for 1 year | -4.24 | -4.24 | 100% |
| Returns for 3 years | 5.03 | -5.42 | -93% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |