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DFESX vs FWWNX
DFESX vs FWWNX Comparison
Open Charts DFESX vs FWWNX
DFA Emerging Markets Social Core Port
Price$18.16
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.82B
American Funds New World 529-F-3
Price$97.10
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets75.3B
DFESX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 75.3B vs. DFESX (1.82B). DFESX pays higher dividends than FWWNX: DFESX (2.90) 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 : 24.54 vs. FWWNX (20.07). DFESX return over 5 years is better than : 34.87 vs. FWWNX (20.52).
| 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 | 27.288 | 26.680 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 75.3B | 2% |
| Annual Yield % from dividends | 2.90 | 0.95 | 303% |
| Returns for 1 year | 24.54 | 20.07 | 122% |
| Returns for 3 years | 51.96 | 46.24 | 112% |
| Returns for 5 years | 34.87 | 20.52 | 170% |
| Returns for 10 years | 106.62 | N/A | - |
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