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FNFWX vs SBHEX
FNFWX vs SBHEX Comparison
Open Charts FNFWX vs SBHEX
American Funds New World 529-F-2
Price$98.71
Change+$2.52 (+2.62%)
VolumeN/A
Net Assets75.46B
Segall Bryant & Hamill Em Mkts Retl
Price$12.90
Change+$1.33 (+11.50%)
VolumeN/A
Net Assets94.95M
FNFWX vs SBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.5B vs. SBHEX (94.9M). SBHEX pays higher dividends than FNFWX: SBHEX (2.44) vs FNFWX (1.26). FNFWX was incepted earlier than SBHEX: FNFWX (5 years) vs SBHEX (12 years). SBHEX (2.21) is less costly to investors than FNFWX (0.69). SBHEX is a more actively managed with annual turnover of: 88.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than SBHEX: FNFWX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 46.50 vs. FNFWX (27.78). SBHEX return over 5 years is better than : 63.44 vs. FNFWX (13.29).
| FNFWX | SBHEX | FNFWX / SBHEX | |
| Total Expense Ratio | 0.69 | 1.14 | 61% |
| Annual Report Gross Expense Ratio | 0.69 | 2.21 | 31% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 6.094 | 9.694 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 94.9M | 79,557% |
| Annual Yield % from dividends | 1.26 | 2.44 | 52% |
| Returns for 1 year | 27.78 | 46.50 | 60% |
| Returns for 3 years | 43.51 | 89.19 | 49% |
| Returns for 5 years | 13.29 | 63.44 | 21% |
| Returns for 10 years | N/A | 194.85 | - |
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