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FNFWX vs OEQAX
FNFWX vs OEQAX Comparison
Open Charts FNFWX vs OEQAX
American Funds New World 529-F-2
Price$98.71
Change+$2.52 (+2.62%)
VolumeN/A
Net Assets75.46B
Oaktree Emerging Markets Equity A
Price$11.51
Change+$1.21 (+11.75%)
VolumeN/A
Net Assets333.28M
FNFWX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.5B vs. OEQAX (333M). OEQAX pays higher dividends than FNFWX: OEQAX (1.61) vs FNFWX (1.26). FNFWX was incepted earlier than OEQAX: FNFWX (5 years) vs OEQAX (4 years). OEQAX (1.49) is less costly to investors than FNFWX (0.69). OEQAX is a more actively managed with annual turnover of: 124.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than OEQAX: FNFWX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 58.08 vs. FNFWX (27.78).
| FNFWX | OEQAX | FNFWX / OEQAX | |
| Total Expense Ratio | 0.69 | 1.23 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.49 | 46% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 6.094 | 11.100 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 333M | 22,673% |
| Annual Yield % from dividends | 1.26 | 1.61 | 78% |
| Returns for 1 year | 27.78 | 58.08 | 48% |
| Returns for 3 years | 43.51 | 51.30 | 85% |
| Returns for 5 years | 13.29 | N/A | - |
| Returns for 10 years | N/A | 8.24 | - |
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