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FWDGX vs RNWFX
FWDGX vs RNWFX Comparison
Open Charts FWDGX vs RNWFX
American Funds Dvlpg Wld Gr&Inc 529-F-3
Price$15.05
Change+$1.19 (+8.59%)
VolumeN/A
Net Assets2.19B
American Funds New World R5
Price$99.24
Change+$2.53 (+2.62%)
VolumeN/A
Net Assets75.46B
FWDGX vs RNWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.5B vs. FWDGX (2.19B). FWDGX pays higher dividends than RNWFX: FWDGX (2.04) vs RNWFX (1.31). FWDGX was incepted earlier than RNWFX: FWDGX (5 years) vs RNWFX (24 years). FWDGX (0.83) is less costly to investors than RNWFX (0.62). FWDGX is a more actively managed with annual turnover of: 51.00 vs. RNWFX (46.00). FWDGX (250) and RNWFX (250) have matching initial minimum investment requirements. FWDGX annual gain was more profitable for investors over the last year : 42.81 vs. RNWFX (27.90). FWDGX return over 5 years is better than : 24.35 vs. RNWFX (12.39).
| FWDGX | RNWFX | FWDGX / RNWFX | |
| Total Expense Ratio | 0.83 | 0.62 | 134% |
| Annual Report Gross Expense Ratio | 0.83 | 0.62 | 134% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 8.196 | 6.094 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 75.5B | 3% |
| Annual Yield % from dividends | 2.04 | 1.31 | 156% |
| Returns for 1 year | 42.81 | 27.90 | 153% |
| Returns for 3 years | 56.07 | 43.85 | 128% |
| Returns for 5 years | 24.35 | 12.39 | 196% |
| Returns for 10 years | N/A | 127.30 | - |
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