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CVMIX vs FNFWX
CVMIX vs FNFWX Comparison
Open Charts CVMIX vs FNFWX
Calvert Emerging Markets Equity I
Price$23.07
Change-$0.28 (-1.20%)
VolumeN/A
Net Assets1.39B
American Funds New World 529-F-2
Price$97.32
Change-$1.26 (-1.28%)
VolumeN/A
Net Assets76.61B
CVMIX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 76.6B vs. CVMIX (1.39B). FNFWX pays higher dividends than CVMIX: FNFWX (0.90) vs CVMIX (0.47). CVMIX was incepted earlier than FNFWX: CVMIX (13 years) vs FNFWX (5 years). CVMIX (1.09) is less costly to investors than FNFWX (0.69). FNFWX (37.00) and CVMIX (36.00) have comparable annual turnover. FNFWX has a lower initial minimum investment than CVMIX: FNFWX (250) vs CVMIX (1000000). CVMIX annual gain was more profitable for investors over the last year : 31.70 vs. FNFWX (21.64). FNFWX return over 5 years is better than : 28.16 vs. CVMIX (17.19).
| CVMIX | FNFWX | CVMIX / FNFWX | |
| Total Expense Ratio | 1.03 | 0.69 | 149% |
| Annual Report Gross Expense Ratio | 1.09 | 0.69 | 158% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 35.519 | 28.226 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 76.6B | 2% |
| Annual Yield % from dividends | 0.47 | 0.90 | 53% |
| Returns for 1 year | 31.70 | 21.64 | 146% |
| Returns for 3 years | 52.27 | 52.02 | 100% |
| Returns for 5 years | 17.19 | 28.16 | 61% |
| Returns for 10 years | 117.45 | N/A | - |
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