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APHYX vs FNFWX
APHYX vs FNFWX Comparison
Open Charts APHYX vs FNFWX
Artisan Developing World Institutional
Price$23.68
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets4.08B
American Funds New World 529-F-2
Price$93.01
Change+$0.04 (+0.04%)
VolumeN/A
Net Assets75.3B
APHYX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.3B vs. APHYX (4.08B). FNFWX pays higher dividends than APHYX: FNFWX (0.90) vs APHYX (0.00). APHYX was incepted earlier than FNFWX: APHYX (11 years) vs FNFWX (5 years). APHYX (1.05) is less costly to investors than FNFWX (0.69). APHYX is a more actively managed with annual turnover of: 77.88 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than APHYX: FNFWX (250) vs APHYX (1000000). FNFWX annual gain was more profitable for investors over the last year : 19.06 vs. APHYX (6.81). FNFWX return over 5 years is better than : 12.97 vs. APHYX (-9.03).
| APHYX | FNFWX | APHYX / FNFWX | |
| Total Expense Ratio | 1.05 | 0.69 | 152% |
| Annual Report Gross Expense Ratio | 1.05 | 0.69 | 152% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 9.376 | 20.981 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08B | 75.3B | 5% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 6.81 | 19.06 | 36% |
| Returns for 3 years | 83.85 | 44.37 | 189% |
| Returns for 5 years | -9.03 | 12.97 | -70% |
| Returns for 10 years | 170.72 | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| TGLR | 36.68 | 0.07 | +0.18% |
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| SPHY | 23.67 | 0.04 | +0.17% |
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| RSMR | 22.07 | 0.04 | +0.17% |
| FT Vest U.S. Equity Equal Weight Buffer ETF - March | |||
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| SVOL | 17.63 | -0.01 | -0.06% |
| Simplify Volatility Premium ETF | |||