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FNFWX vs OEQAX
FNFWX vs OEQAX Comparison
Open Charts FNFWX vs OEQAX
American Funds New World 529-F-2
Price$93.22
Change+$0.21 (+0.23%)
VolumeN/A
Net Assets75.3B
Oaktree Emerging Markets Equity A
Price$10.42
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets303.34M
FNFWX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.3B vs. OEQAX (303M). OEQAX pays higher dividends than FNFWX: OEQAX (1.64) vs FNFWX (0.90). 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 (37.00). 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 : 41.35 vs. FNFWX (19.06).
| 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 | 20.981 | 44.122 | 48% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 303M | 24,851% |
| Annual Yield % from dividends | 0.90 | 1.64 | 55% |
| Returns for 1 year | 19.06 | 41.35 | 46% |
| Returns for 3 years | 44.37 | 45.49 | 98% |
| Returns for 5 years | 12.97 | N/A | - |
| Returns for 10 years | N/A | -15.17 | - |
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