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FWWNX vs OEQAX
FWWNX vs OEQAX Comparison
Open Charts FWWNX vs OEQAX
American Funds New World 529-F-3
Price$97.05
Change-$1.25 (-1.27%)
VolumeN/A
Net Assets76.61B
Oaktree Emerging Markets Equity A
Price$10.29
Change-$0.13 (-1.25%)
VolumeN/A
Net Assets316.33M
FWWNX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 76.6B vs. OEQAX (316M). OEQAX pays higher dividends than FWWNX: OEQAX (1.63) vs FWWNX (0.95). FWWNX was incepted earlier than OEQAX: FWWNX (5 years) vs OEQAX (4 years). OEQAX (1.49) is less costly to investors than FWWNX (0.63). OEQAX is a more actively managed with annual turnover of: 124.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than OEQAX: FWWNX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 37.69 vs. FWWNX (21.65).
| FWWNX | OEQAX | FWWNX / OEQAX | |
| Total Expense Ratio | 0.63 | 1.23 | 51% |
| Annual Report Gross Expense Ratio | 0.63 | 1.49 | 42% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 28.245 | 44.122 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 316M | 24,241% |
| Annual Yield % from dividends | 0.95 | 1.63 | 58% |
| Returns for 1 year | 21.65 | 37.69 | 57% |
| Returns for 3 years | 52.03 | 50.88 | 102% |
| Returns for 5 years | 28.35 | N/A | - |
| Returns for 10 years | N/A | -13.27 | - |
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