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FWWNX vs OEQAX
FWWNX vs OEQAX Comparison
Open Charts FWWNX vs OEQAX
American Funds New World 529-F-3
Price$97.10
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets75.3B
Oaktree Emerging Markets Equity A
Price$10.26
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets295.87M
FWWNX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 75.3B vs. OEQAX (296M). OEQAX pays higher dividends than FWWNX: OEQAX (1.64) 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 : 37.76 vs. FWWNX (20.11).
| 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 | 25.910 | 42.324 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 296M | 25,439% |
| Annual Yield % from dividends | 0.95 | 1.64 | 58% |
| Returns for 1 year | 20.11 | 37.76 | 53% |
| Returns for 3 years | 45.35 | 42.48 | 107% |
| Returns for 5 years | 20.98 | N/A | - |
| Returns for 10 years | N/A | -17.13 | - |
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