Interact to see
Advertisement
Advertisement
FNFWX vs WELIX
FNFWX vs WELIX Comparison
Open Charts FNFWX vs WELIX
American Funds New World 529-F-2
Price$97.32
Change-$1.26 (-1.28%)
VolumeN/A
Net Assets76.61B
William Blair Emerging Mkts Ldrs R6
Price$11.87
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets97.03M
FNFWX vs WELIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 76.6B vs. WELIX (97M). FNFWX pays higher dividends than WELIX: FNFWX (0.90) vs WELIX (0.24). FNFWX was incepted earlier than WELIX: FNFWX (5 years) vs WELIX (18 years). WELIX (1.13) is less costly to investors than FNFWX (0.69). WELIX is a more actively managed with annual turnover of: 67.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than WELIX: FNFWX (250) vs WELIX (1000000). WELIX annual gain was more profitable for investors over the last year : 26.07 vs. FNFWX (21.05). FNFWX return over 5 years is better than : 26.52 vs. WELIX (-1.37).
| FNFWX | WELIX | FNFWX / WELIX | |
| Total Expense Ratio | 0.69 | 0.94 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 1.13 | 61% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 26.587 | 28.680 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 97M | 78,969% |
| Annual Yield % from dividends | 0.90 | 0.24 | 375% |
| Returns for 1 year | 21.05 | 26.07 | 81% |
| Returns for 3 years | 50.64 | 42.39 | 119% |
| Returns for 5 years | 26.52 | -1.37 | -1,931% |
| Returns for 10 years | N/A | 57.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement