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CEFIX vs FWWNX
CEFIX vs FWWNX Comparison
Open Charts CEFIX vs FWWNX
Calvert Emerging Markets Advancement I
Price$17.36
Change+$2.00 (+13.02%)
VolumeN/A
Net Assets146.64M
American Funds New World 529-F-3
Price$98.35
Change+$2.44 (+2.54%)
VolumeN/A
Net Assets75.46B
CEFIX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 75.5B vs. CEFIX (147M). CEFIX pays higher dividends than FWWNX: CEFIX (2.85) vs FWWNX (1.32). CEFIX was incepted earlier than FWWNX: CEFIX (6 years) vs FWWNX (5 years). CEFIX (1.17) is less costly to investors than FWWNX (0.62). CEFIX is a more actively managed with annual turnover of: 119.00 vs. FWWNX (46.00). FWWNX has a lower initial minimum investment than CEFIX: FWWNX (250) vs CEFIX (1000000). CEFIX annual gain was more profitable for investors over the last year : 54.65 vs. FWWNX (27.78). CEFIX return over 5 years is better than : 46.04 vs. FWWNX (13.42).
| CEFIX | FWWNX | CEFIX / FWWNX | |
| Total Expense Ratio | 0.97 | 0.62 | 156% |
| Annual Report Gross Expense Ratio | 1.17 | 0.62 | 189% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 12.145 | 6.095 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 75.5B | 0% |
| Annual Yield % from dividends | 2.85 | 1.32 | 216% |
| Returns for 1 year | 54.65 | 27.78 | 197% |
| Returns for 3 years | 79.73 | 43.49 | 183% |
| Returns for 5 years | 46.04 | 13.42 | 343% |
| Returns for 10 years | N/A | N/A | - |
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