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FNFWX vs IPOAX
FNFWX vs IPOAX Comparison
Open Charts FNFWX vs IPOAX
American Funds New World 529-F-2
Price$97.32
Change-$1.26 (-1.28%)
VolumeN/A
Net Assets76.61B
Macquarie Systematic Em Mkts Eq A
Price$23.04
Change-$0.22 (-0.95%)
VolumeN/A
Net Assets697.73M
FNFWX vs IPOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 76.6B vs. IPOAX (698M). IPOAX pays higher dividends than FNFWX: IPOAX (2.68) vs FNFWX (0.90). FNFWX was incepted earlier than IPOAX: FNFWX (5 years) vs IPOAX (32 years). IPOAX (1.49) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. IPOAX (28.00). FNFWX has a lower initial minimum investment than IPOAX: FNFWX (250) vs IPOAX (1000). IPOAX annual gain was more profitable for investors over the last year : 25.63 vs. FNFWX (21.05). FNFWX return over 5 years is better than : 26.52 vs. IPOAX (0.58).
| FNFWX | IPOAX | FNFWX / IPOAX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.49 | 46% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 26.587 | 26.139 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 698M | 10,974% |
| Annual Yield % from dividends | 0.90 | 2.68 | 33% |
| Returns for 1 year | 21.05 | 25.63 | 82% |
| Returns for 3 years | 50.64 | 35.27 | 144% |
| Returns for 5 years | 26.52 | 0.58 | 4,609% |
| Returns for 10 years | N/A | 84.13 | - |
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