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FWAFX vs RNPHX
FWAFX vs RNPHX Comparison
Open Charts FWAFX vs RNPHX
Fidelity Advisor Worldwide A
Price$34.01
Change-$0.49 (-1.42%)
VolumeN/A
Net Assets3.08B
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
FWAFX vs RNPHX Comparison Chart
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FWAFX vs. RNPHX commentary
Jun 15, 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: 151B vs. FWAFX (3.08B). RNPHX pays higher dividends than FWAFX: RNPHX (0.70) vs FWAFX (0.56). 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 : 9.06 vs. FWAFX (-9.36). RNPHX return over 5 years is better than : 48.85 vs. FWAFX (22.99).
| 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 | -0.205 | 8.773 | -2% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 151B | 2% |
| Annual Yield % from dividends | 0.56 | 0.70 | 80% |
| Returns for 1 year | -9.36 | 9.06 | -103% |
| Returns for 3 years | 31.70 | 43.45 | 73% |
| Returns for 5 years | 22.99 | 48.85 | 47% |
| Returns for 10 years | 46.13 | N/A | - |
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