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AZMIX vs FWWNX
AZMIX vs FWWNX Comparison
Open Charts AZMIX vs FWWNX
Virtus NFJ Emerging Markets Value Ins
Price$21.67
Change+$0.54 (+2.56%)
VolumeN/A
Net Assets16.55M
American Funds New World 529-F-3
Price$98.35
Change+$2.44 (+2.54%)
VolumeN/A
Net Assets75.46B
AZMIX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 75.5B vs. AZMIX (16.5M). AZMIX pays higher dividends than FWWNX: AZMIX (2.89) vs FWWNX (1.32). AZMIX was incepted earlier than FWWNX: AZMIX (13 years) vs FWWNX (5 years). AZMIX (1.45) is less costly to investors than FWWNX (0.62). AZMIX is a more actively managed with annual turnover of: 74.00 vs. FWWNX (46.00). FWWNX has a lower initial minimum investment than AZMIX: FWWNX (250) vs AZMIX (1000000). AZMIX annual gain was more profitable for investors over the last year : 42.34 vs. FWWNX (27.78). FWWNX return over 5 years is better than : 13.42 vs. AZMIX (7.46).
| AZMIX | FWWNX | AZMIX / FWWNX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 1.45 | 0.62 | 234% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 8.513 | 6.095 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 75.5B | 0% |
| Annual Yield % from dividends | 2.89 | 1.32 | 219% |
| Returns for 1 year | 42.34 | 27.78 | 152% |
| Returns for 3 years | 38.11 | 43.49 | 88% |
| Returns for 5 years | 7.46 | 13.42 | 56% |
| Returns for 10 years | 124.04 | N/A | - |
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