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FWDGX vs RNWHX
FWDGX vs RNWHX Comparison
Open Charts FWDGX vs RNWHX
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 R5E
Price$97.53
Change+$2.43 (+2.56%)
VolumeN/A
Net Assets75.46B
FWDGX vs RNWHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.5B vs. FWDGX (2.19B). FWDGX pays higher dividends than RNWHX: FWDGX (2.04) vs RNWHX (1.25). FWDGX was incepted earlier than RNWHX: FWDGX (5 years) vs RNWHX (10 years). FWDGX (0.83) is less costly to investors than RNWHX (0.72). FWDGX is a more actively managed with annual turnover of: 51.00 vs. RNWHX (46.00). FWDGX (250) and RNWHX (250) have matching initial minimum investment requirements. FWDGX annual gain was more profitable for investors over the last year : 42.81 vs. RNWHX (27.68). FWDGX return over 5 years is better than : 24.35 vs. RNWHX (11.69).
| FWDGX | RNWHX | FWDGX / RNWHX | |
| Total Expense Ratio | 0.83 | 0.72 | 115% |
| Annual Report Gross Expense Ratio | 0.83 | 0.72 | 115% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.196 | 6.092 | 135% |
| 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 | 1.25 | 162% |
| Returns for 1 year | 42.81 | 27.68 | 155% |
| Returns for 3 years | 56.07 | 43.24 | 130% |
| Returns for 5 years | 24.35 | 11.69 | 208% |
| Returns for 10 years | N/A | 124.21 | - |
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