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FNFWX vs OEQIX
FNFWX vs OEQIX Comparison
Open Charts FNFWX vs OEQIX
American Funds New World 529-F-2
Price$97.32
Change-$1.26 (-1.28%)
VolumeN/A
Net Assets76.61B
Oaktree Emerging Markets Equity I
Price$10.27
Change-$0.12 (-1.15%)
VolumeN/A
Net Assets316.33M
FNFWX vs OEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 76.6B vs. OEQIX (316M). OEQIX pays higher dividends than FNFWX: OEQIX (1.88) vs FNFWX (0.90). FNFWX was incepted earlier than OEQIX: FNFWX (5 years) vs OEQIX (4 years). OEQIX (1.22) is less costly to investors than FNFWX (0.69). OEQIX is a more actively managed with annual turnover of: 124.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than OEQIX: FNFWX (250) vs OEQIX (1000000). OEQIX annual gain was more profitable for investors over the last year : 37.94 vs. FNFWX (21.64).
| FNFWX | OEQIX | FNFWX / OEQIX | |
| Total Expense Ratio | 0.69 | 0.98 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 1.22 | 57% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 28.226 | 44.306 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 316M | 24,241% |
| Annual Yield % from dividends | 0.90 | 1.88 | 48% |
| Returns for 1 year | 21.64 | 37.94 | 57% |
| Returns for 3 years | 52.02 | 51.97 | 100% |
| Returns for 5 years | 28.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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