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FWWNX vs OEQIX
FWWNX vs OEQIX Comparison
Open Charts FWWNX vs OEQIX
American Funds New World 529-F-3
Price$97.05
Change-$1.25 (-1.27%)
VolumeN/A
Net Assets76.61B
Oaktree Emerging Markets Equity I
Price$10.27
Change-$0.12 (-1.15%)
VolumeN/A
Net Assets316.33M
FWWNX vs OEQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 76.6B vs. OEQIX (316M). OEQIX pays higher dividends than FWWNX: OEQIX (1.88) vs FWWNX (0.95). FWWNX was incepted earlier than OEQIX: FWWNX (5 years) vs OEQIX (4 years). OEQIX (1.22) is less costly to investors than FWWNX (0.63). OEQIX is a more actively managed with annual turnover of: 124.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than OEQIX: FWWNX (250) vs OEQIX (1000000). OEQIX annual gain was more profitable for investors over the last year : 37.94 vs. FWWNX (21.65).
| FWWNX | OEQIX | FWWNX / OEQIX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 1.22 | 52% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 28.245 | 44.306 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 316M | 24,241% |
| Annual Yield % from dividends | 0.95 | 1.88 | 51% |
| Returns for 1 year | 21.65 | 37.94 | 57% |
| Returns for 3 years | 52.03 | 51.97 | 100% |
| Returns for 5 years | 28.35 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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