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FWWNX vs SIVLX
FWWNX vs SIVLX Comparison
Open Charts FWWNX vs SIVLX
American Funds New World 529-F-3
Price$85.08
Change-$0.48 (-0.56%)
VolumeN/A
Net Assets67.64B
Seafarer Overseas Value Institutional
Price$15.07
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets107.46M
FWWNX vs SIVLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 67.6B vs. SIVLX (107M). SIVLX pays higher dividends than FWWNX: SIVLX (3.41) vs FWWNX (1.09). FWWNX was incepted earlier than SIVLX: FWWNX (5 years) vs SIVLX (9 years). SIVLX (1.07) is less costly to investors than FWWNX (0.63). FWWNX is a more actively managed with annual turnover of: 37.00 vs. SIVLX (3.00). FWWNX has a lower initial minimum investment than SIVLX: FWWNX (250) vs SIVLX (25000). SIVLX annual gain was more profitable for investors over the last year : 15.67 vs. FWWNX (6.89).
| FWWNX | SIVLX | FWWNX / SIVLX | |
| Total Expense Ratio | 0.63 | 1.05 | 60% |
| Annual Report Gross Expense Ratio | 0.63 | 1.07 | 59% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 10.998 | 17.066 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6B | 107M | 63,178% |
| Annual Yield % from dividends | 1.09 | 3.41 | 32% |
| Returns for 1 year | 6.89 | 15.67 | 44% |
| Returns for 3 years | 34.83 | 32.30 | 108% |
| Returns for 5 years | N/A | 75.48 | - |
| Returns for 10 years | N/A | N/A | - |
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