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DFESX vs FWWNX
DFESX vs FWWNX Comparison
Open Charts DFESX vs FWWNX
DFA Emerging Markets Social Core Port
Price$18.36
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.84B
American Funds New World 529-F-3
Price$97.05
Change-$1.25 (-1.27%)
VolumeN/A
Net Assets76.61B
DFESX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 76.6B vs. DFESX (1.84B). DFESX pays higher dividends than FWWNX: DFESX (2.86) vs FWWNX (0.95). DFESX was incepted earlier than FWWNX: DFESX (19 years) vs FWWNX (5 years). FWWNX (0.63) is less costly to investors than DFESX (0.44). FWWNX is a more actively managed with annual turnover of: 37.00 vs. DFESX (11.00). DFESX has a lower initial minimum investment than FWWNX: DFESX (0) vs FWWNX (250). DFESX annual gain was more profitable for investors over the last year : 27.77 vs. FWWNX (21.06). DFESX return over 5 years is better than : 45.01 vs. FWWNX (26.72).
| DFESX | FWWNX | DFESX / FWWNX | |
| Total Expense Ratio | 0.44 | 0.63 | 70% |
| Annual Report Gross Expense Ratio | 0.44 | 0.63 | 70% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 28.690 | 26.614 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 76.6B | 2% |
| Annual Yield % from dividends | 2.86 | 0.95 | 301% |
| Returns for 1 year | 27.77 | 21.06 | 132% |
| Returns for 3 years | 59.89 | 50.66 | 118% |
| Returns for 5 years | 45.01 | 26.72 | 168% |
| Returns for 10 years | 108.89 | N/A | - |
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