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CEFAX vs FNFWX
CEFAX vs FNFWX Comparison
Open Charts CEFAX vs FNFWX
Calvert Emerging Markets Advancement A
Price$15.36
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets126.87M
American Funds New World 529-F-2
Price$93.22
Change+$0.21 (+0.23%)
VolumeN/A
Net Assets75.3B
CEFAX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.3B vs. CEFAX (127M). CEFAX pays higher dividends than FNFWX: CEFAX (1.17) vs FNFWX (0.90). CEFAX was incepted earlier than FNFWX: CEFAX (6 years) vs FNFWX (5 years). CEFAX (1.42) is less costly to investors than FNFWX (0.69). CEFAX is a more actively managed with annual turnover of: 119.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than CEFAX: FNFWX (250) vs CEFAX (1000). CEFAX annual gain was more profitable for investors over the last year : 32.24 vs. FNFWX (19.06). CEFAX return over 5 years is better than : 38.17 vs. FNFWX (12.97).
| CEFAX | FNFWX | CEFAX / FNFWX | |
| Total Expense Ratio | 1.22 | 0.69 | 177% |
| Annual Report Gross Expense Ratio | 1.42 | 0.69 | 206% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 33.159 | 20.981 | 158% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 75.3B | 0% |
| Annual Yield % from dividends | 1.17 | 0.90 | 130% |
| Returns for 1 year | 32.24 | 19.06 | 169% |
| Returns for 3 years | 64.16 | 44.37 | 145% |
| Returns for 5 years | 38.17 | 12.97 | 294% |
| Returns for 10 years | N/A | N/A | - |
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