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FWWNX vs GERIX
FWWNX vs GERIX Comparison
Open Charts FWWNX vs GERIX
American Funds New World 529-F-3
Price$97.05
Change-$1.25 (-1.27%)
VolumeN/A
Net Assets76.61B
Goldman Sachs Em Mkts Eq Insghts
Price$11.30
Change-$0.08 (-0.70%)
VolumeN/A
Net Assets2.7B
FWWNX vs GERIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 76.6B vs. GERIX (2.7B). GERIX pays higher dividends than FWWNX: GERIX (1.05) vs FWWNX (0.95). FWWNX was incepted earlier than GERIX: FWWNX (5 years) vs GERIX (18 years). GERIX (1.15) is less costly to investors than FWWNX (0.63). GERIX is a more actively managed with annual turnover of: 168.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than GERIX: FWWNX (250) vs GERIX (1000000). GERIX annual gain was more profitable for investors over the last year : 30.81 vs. FWWNX (21.65). FWWNX return over 5 years is better than : 28.35 vs. GERIX (16.64).
| FWWNX | GERIX | FWWNX / GERIX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 1.15 | 55% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 28.245 | 32.019 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 2.7B | 2,836% |
| Annual Yield % from dividends | 0.95 | 1.05 | 91% |
| Returns for 1 year | 21.65 | 30.81 | 70% |
| Returns for 3 years | 52.03 | 64.62 | 81% |
| Returns for 5 years | 28.35 | 16.64 | 170% |
| Returns for 10 years | N/A | 75.17 | - |
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