Interact to see
Advertisement
Advertisement
FWWNX vs OEQIX
FWWNX vs OEQIX Comparison
Open Charts FWWNX vs OEQIX
American Funds New World 529-F-3
Price$88.19
Change+$0.91 (+1.04%)
VolumeN/A
Net Assets68.99B
Oaktree Emerging Markets Equity I
Price$8.62
Change+$0.06 (+0.70%)
VolumeN/A
Net Assets255.69M
FWWNX vs OEQIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 69B vs. OEQIX (256M). OEQIX pays higher dividends than FWWNX: OEQIX (2.39) vs FWWNX (1.09). 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 : 16.66 vs. FWWNX (11.26).
| 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 | 15.055 | 18.889 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69B | 256M | 26,953% |
| Annual Yield % from dividends | 1.09 | 2.39 | 46% |
| Returns for 1 year | 11.26 | 16.66 | 68% |
| Returns for 3 years | 37.13 | 23.70 | 157% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement