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FWWNX vs SIVLX
FWWNX vs SIVLX Comparison
Open Charts FWWNX vs SIVLX
American Funds New World 529-F-3
Price$95.36
Change-$0.10 (-0.10%)
VolumeN/A
Net Assets74.73B
Seafarer Overseas Value Institutional
Price$16.69
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets128.67M
FWWNX vs SIVLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 74.7B vs. SIVLX (129M). SIVLX pays higher dividends than FWWNX: SIVLX (3.00) vs FWWNX (0.98). FWWNX was incepted earlier than SIVLX: FWWNX (5 years) vs SIVLX (9 years). SIVLX (1.14) is less costly to investors than FWWNX (0.63). FWWNX is a more actively managed with annual turnover of: 37.00 vs. SIVLX (11.00). FWWNX has a lower initial minimum investment than SIVLX: FWWNX (250) vs SIVLX (25000). SIVLX annual gain was more profitable for investors over the last year : 22.14 vs. FWWNX (15.47).
| FWWNX | SIVLX | FWWNX / SIVLX | |
| Total Expense Ratio | 0.63 | 1.05 | 60% |
| Annual Report Gross Expense Ratio | 0.63 | 1.14 | 55% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 24.410 | 28.880 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 129M | 57,907% |
| Annual Yield % from dividends | 0.98 | 3.00 | 33% |
| Returns for 1 year | 15.47 | 22.14 | 70% |
| Returns for 3 years | 59.34 | 54.32 | 109% |
| Returns for 5 years | N/A | 81.40 | - |
| Returns for 10 years | N/A | N/A | - |
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