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FWWNX vs WELNX
FWWNX vs WELNX Comparison
Open Charts FWWNX vs WELNX
American Funds New World 529-F-3
Price$89.31
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.56B
William Blair Emerging Mkts Ldrs N
Price$10.35
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets160.96M
FWWNX vs WELNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.6B vs. WELNX (161M). FWWNX pays higher dividends than WELNX: FWWNX (1.04) vs WELNX (0.06). FWWNX was incepted earlier than WELNX: FWWNX (5 years) vs WELNX (15 years). WELNX (1.50) is less costly to investors than FWWNX (0.63). WELNX is a more actively managed with annual turnover of: 67.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than WELNX: FWWNX (250) vs WELNX (2500). WELNX annual gain was more profitable for investors over the last year : 13.81 vs. FWWNX (11.74).
| FWWNX | WELNX | FWWNX / WELNX | |
| Total Expense Ratio | 0.63 | 1.24 | 51% |
| Annual Report Gross Expense Ratio | 0.63 | 1.50 | 42% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 16.517 | 12.378 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 161M | 43,851% |
| Annual Yield % from dividends | 1.04 | 0.06 | 1,704% |
| Returns for 1 year | 11.74 | 13.81 | 85% |
| Returns for 3 years | 41.86 | 20.92 | 200% |
| Returns for 5 years | N/A | 0.79 | - |
| Returns for 10 years | N/A | 18.32 | - |
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