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FWWNX vs SBEMX
FWWNX vs SBEMX Comparison
Open Charts FWWNX vs SBEMX
American Funds New World 529-F-3
Price$97.05
Change-$1.25 (-1.27%)
VolumeN/A
Net Assets76.61B
Segall Bryant & Hamill Em Mkts Instl
Price$11.87
Change-$0.11 (-0.92%)
VolumeN/A
Net Assets87.13M
FWWNX vs SBEMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 76.6B vs. SBEMX (87.1M). SBEMX pays higher dividends than FWWNX: SBEMX (5.08) vs FWWNX (0.95). FWWNX was incepted earlier than SBEMX: FWWNX (5 years) vs SBEMX (14 years). SBEMX (1.82) is less costly to investors than FWWNX (0.63). SBEMX is a more actively managed with annual turnover of: 88.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than SBEMX: FWWNX (250) vs SBEMX (250000). SBEMX annual gain was more profitable for investors over the last year : 32.49 vs. FWWNX (21.65). SBEMX return over 5 years is better than : 72.08 vs. FWWNX (28.35).
| FWWNX | SBEMX | FWWNX / SBEMX | |
| Total Expense Ratio | 0.63 | 0.99 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 1.82 | 35% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 28.245 | 33.408 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 87.1M | 87,945% |
| Annual Yield % from dividends | 0.95 | 5.08 | 19% |
| Returns for 1 year | 21.65 | 32.49 | 67% |
| Returns for 3 years | 52.03 | 87.91 | 59% |
| Returns for 5 years | 28.35 | 72.08 | 39% |
| Returns for 10 years | N/A | 143.82 | - |
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