Interact to see
Advertisement
Advertisement
AZMIX vs FWWNX
AZMIX vs FWWNX Comparison
Open Charts AZMIX vs FWWNX
Virtus NFJ Emerging Markets Value Ins
Price$20.35
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets15.47M
American Funds New World 529-F-3
Price$97.07
Change-$0.78 (-0.80%)
VolumeN/A
Net Assets75.3B
AZMIX vs FWWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 75.3B vs. AZMIX (15.5M). FWWNX pays higher dividends than AZMIX: FWWNX (0.95) vs AZMIX (0.84). AZMIX was incepted earlier than FWWNX: AZMIX (13 years) vs FWWNX (5 years). AZMIX (1.45) is less costly to investors than FWWNX (0.63). AZMIX is a more actively managed with annual turnover of: 119.00 vs. FWWNX (37.00). 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 : 27.35 vs. FWWNX (19.27). FWWNX return over 5 years is better than : 21.59 vs. AZMIX (9.23).
| AZMIX | FWWNX | AZMIX / FWWNX | |
| Total Expense Ratio | 0.89 | 0.63 | 141% |
| Annual Report Gross Expense Ratio | 1.45 | 0.63 | 230% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 31.912 | 27.658 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 75.3B | 0% |
| Annual Yield % from dividends | 0.84 | 0.95 | 88% |
| Returns for 1 year | 27.35 | 19.27 | 142% |
| Returns for 3 years | 40.45 | 49.21 | 82% |
| Returns for 5 years | 9.23 | 21.59 | 43% |
| Returns for 10 years | 89.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement