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FWTFX vs RNPEX
FWTFX vs RNPEX Comparison
Open Charts FWTFX vs RNPEX
Fidelity Advisor Worldwide M
Price$35.73
Change+$0.20 (+0.56%)
VolumeN/A
Net Assets3.28B
American Funds New Perspective R4
Price$68.79
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
FWTFX vs RNPEX Comparison Chart in %
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FWTFX vs. RNPEX commentary
Jul 06, 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 FWTFX is a Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 156B vs. FWTFX (3.28B). RNPEX pays higher dividends than FWTFX: RNPEX (0.49) vs FWTFX (0.31). FWTFX was incepted earlier than RNPEX: FWTFX (16 years) vs RNPEX (23 years). FWTFX (1.23) is less costly to investors than RNPEX (0.76). FWTFX is a more actively managed with annual turnover of: 108.00 vs. RNPEX (24.00). FWTFX has a lower initial minimum investment than RNPEX: FWTFX (0) vs RNPEX (250). RNPEX annual gain was more profitable for investors over the last year : 11.16 vs. FWTFX (-4.45). RNPEX return over 5 years is better than : 45.45 vs. FWTFX (21.84).
| FWTFX | RNPEX | FWTFX / RNPEX | |
| Total Expense Ratio | 1.23 | 0.76 | 162% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 5.992 | 12.937 | 46% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 156B | 2% |
| Annual Yield % from dividends | 0.31 | 0.49 | 63% |
| Returns for 1 year | -4.45 | 11.16 | -40% |
| Returns for 3 years | 36.78 | 46.05 | 80% |
| Returns for 5 years | 21.84 | 45.45 | 48% |
| Returns for 10 years | 54.23 | 85.85 | 63% |
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