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FNFWX vs WELIX
FNFWX vs WELIX Comparison
Open Charts FNFWX vs WELIX
American Funds New World 529-F-2
Price$93.01
Change+$0.04 (+0.04%)
VolumeN/A
Net Assets75.3B
William Blair Emerging Mkts Ldrs R6
Price$11.51
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets95.06M
FNFWX vs WELIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.3B vs. WELIX (95.1M). FNFWX pays higher dividends than WELIX: FNFWX (0.90) vs WELIX (0.25). 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 : 22.97 vs. FNFWX (19.06). FNFWX return over 5 years is better than : 12.97 vs. WELIX (-9.30).
| 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 | 20.981 | 24.567 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 95.1M | 79,180% |
| Annual Yield % from dividends | 0.90 | 0.25 | 362% |
| Returns for 1 year | 19.06 | 22.97 | 83% |
| Returns for 3 years | 44.37 | 39.66 | 112% |
| Returns for 5 years | 12.97 | -9.30 | -139% |
| Returns for 10 years | N/A | 54.95 | - |
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