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FNFWX vs WELIX
FNFWX vs WELIX Comparison
Open Charts FNFWX vs WELIX
American Funds New World 529-F-2
Price$98.71
Change+$2.52 (+2.62%)
VolumeN/A
Net Assets75.46B
William Blair Emerging Mkts Ldrs R6
Price$12.47
Change+$0.79 (+6.76%)
VolumeN/A
Net Assets103.49M
FNFWX vs WELIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.5B vs. WELIX (103M). FNFWX pays higher dividends than WELIX: FNFWX (1.26) vs WELIX (0.88). 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 (46.00). 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 : 36.71 vs. FNFWX (27.78). FNFWX return over 5 years is better than : 13.29 vs. WELIX (-11.05).
| 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 | 6.094 | 7.779 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 103M | 73,301% |
| Annual Yield % from dividends | 1.26 | 0.88 | 143% |
| Returns for 1 year | 27.78 | 36.71 | 76% |
| Returns for 3 years | 43.51 | 42.36 | 103% |
| Returns for 5 years | 13.29 | -11.05 | -120% |
| Returns for 10 years | N/A | 84.89 | - |
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