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FWWNX vs SBHEX
FWWNX vs SBHEX Comparison
Open Charts FWWNX vs SBHEX
American Funds New World 529-F-3
Price$89.31
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.12B
Segall Bryant & Hamill Em Mkts Retl
Price$10.56
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets74.13M
FWWNX vs SBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.1B vs. SBHEX (74.1M). SBHEX pays higher dividends than FWWNX: SBHEX (5.64) vs FWWNX (1.04). FWWNX was incepted earlier than SBHEX: FWWNX (5 years) vs SBHEX (11 years). SBHEX (2.21) is less costly to investors than FWWNX (0.63). SBHEX is a more actively managed with annual turnover of: 88.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than SBHEX: FWWNX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 14.20 vs. FWWNX (11.74).
| FWWNX | SBHEX | FWWNX / SBHEX | |
| Total Expense Ratio | 0.63 | 1.14 | 55% |
| Annual Report Gross Expense Ratio | 0.63 | 2.21 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 16.517 | 17.430 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1B | 74.1M | 94,602% |
| Annual Yield % from dividends | 1.04 | 5.64 | 18% |
| Returns for 1 year | 11.74 | 14.20 | 83% |
| Returns for 3 years | 41.86 | 58.87 | 71% |
| Returns for 5 years | N/A | 68.51 | - |
| Returns for 10 years | N/A | 81.27 | - |
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