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BEXIX vs FNWFX
BEXIX vs FNWFX Comparison
Open Charts BEXIX vs FNWFX
Baron Emerging Markets Institutional
Price$19.69
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets3.68B
American Funds New World F3
Price$95.91
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets74.73B
BEXIX vs FNWFX Comparison Chart in %
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BEXIX vs. FNWFX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BEXIX is a Hold and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 74.7B vs. BEXIX (3.69B). FNWFX pays higher dividends than BEXIX: FNWFX (1.02) vs BEXIX (0.54). BEXIX was incepted earlier than FNWFX: BEXIX (15 years) vs FNWFX (9 years). BEXIX (1.11) is less costly to investors than FNWFX (0.57). BEXIX (37.00) and FNWFX (37.00) have comparable annual turnover. BEXIX (1000000) and FNWFX (1000000) have matching initial minimum investment requirements. BEXIX annual gain was more profitable for investors over the last year : 22.85 vs. FNWFX (15.60). FNWFX return over 5 years is better than : 29.89 vs. BEXIX (25.07).
| BEXIX | FNWFX | BEXIX / FNWFX | |
| Total Expense Ratio | 1.11 | 0.57 | 195% |
| Annual Report Gross Expense Ratio | 1.11 | 0.57 | 195% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 31.371 | 24.526 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 74.7B | 5% |
| Annual Yield % from dividends | 0.54 | 1.02 | 53% |
| Returns for 1 year | 22.85 | 15.60 | 146% |
| Returns for 3 years | 67.65 | 57.84 | 117% |
| Returns for 5 years | 25.07 | 29.89 | 84% |
| Returns for 10 years | 90.27 | N/A | - |
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