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FWWNX vs SBHEX
FWWNX vs SBHEX Comparison
Open Charts FWWNX vs SBHEX
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 Retl
Price$11.82
Change-$0.11 (-0.92%)
VolumeN/A
Net Assets87.13M
FWWNX vs SBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 76.6B vs. SBHEX (87.1M). SBHEX pays higher dividends than FWWNX: SBHEX (4.99) vs FWWNX (0.95). FWWNX was incepted earlier than SBHEX: FWWNX (5 years) vs SBHEX (11 years). SBHEX (2.21) is less costly to investors than FWWNX (0.63). SBHEX is a more actively managed with annual turnover of: 88.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than SBHEX: FWWNX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 32.33 vs. FWWNX (21.65). SBHEX return over 5 years is better than : 70.77 vs. FWWNX (28.35).
| FWWNX | SBHEX | FWWNX / SBHEX | |
| Total Expense Ratio | 0.63 | 1.14 | 55% |
| Annual Report Gross Expense Ratio | 0.63 | 2.21 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 28.245 | 33.296 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6B | 87.1M | 87,945% |
| Annual Yield % from dividends | 0.95 | 4.99 | 19% |
| Returns for 1 year | 21.65 | 32.33 | 67% |
| Returns for 3 years | 52.03 | 87.10 | 60% |
| Returns for 5 years | 28.35 | 70.77 | 40% |
| Returns for 10 years | N/A | 139.19 | - |
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