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FWAFX vs RNPHX
FWAFX vs RNPHX Comparison
Open Charts FWAFX vs RNPHX
Fidelity Advisor Worldwide A
Price$37.33
Change+$0.24 (+0.65%)
VolumeN/A
Net Assets3.28B
American Funds New Perspective R5E
Price$70.52
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
FWAFX vs RNPHX Comparison Chart in %
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FWAFX vs. RNPHX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWAFX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 158B vs. FWAFX (3.28B). RNPHX pays higher dividends than FWAFX: RNPHX (0.67) vs FWAFX (0.52). FWAFX was incepted earlier than RNPHX: FWAFX (16 years) vs RNPHX (10 years). FWAFX (0.98) is less costly to investors than RNPHX (0.56). FWAFX is a more actively managed with annual turnover of: 108.00 vs. RNPHX (24.00). FWAFX has a lower initial minimum investment than RNPHX: FWAFX (0) vs RNPHX (250). RNPHX annual gain was more profitable for investors over the last year : 17.23 vs. FWAFX (4.56). RNPHX return over 5 years is better than : 43.40 vs. FWAFX (24.11).
| FWAFX | RNPHX | FWAFX / RNPHX | |
| Total Expense Ratio | 0.98 | 0.56 | 175% |
| Annual Report Gross Expense Ratio | 0.98 | 0.56 | 175% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 9.536 | 14.779 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 158B | 2% |
| Annual Yield % from dividends | 0.52 | 0.67 | 78% |
| Returns for 1 year | 4.56 | 17.23 | 26% |
| Returns for 3 years | 39.92 | 45.51 | 88% |
| Returns for 5 years | 24.11 | 43.40 | 56% |
| Returns for 10 years | 58.85 | N/A | - |
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