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FWWNX vs WELIX
FWWNX vs WELIX Comparison
Open Charts FWWNX vs WELIX
American Funds New World 529-F-3
Price$98.35
Change+$2.44 (+2.54%)
VolumeN/A
Net Assets75.46B
William Blair Emerging Mkts Ldrs R6
Price$12.47
Change+$0.79 (+6.76%)
VolumeN/A
Net Assets103.49M
FWWNX vs WELIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 75.5B vs. WELIX (103M). FWWNX pays higher dividends than WELIX: FWWNX (1.32) vs WELIX (0.88). FWWNX was incepted earlier than WELIX: FWWNX (5 years) vs WELIX (18 years). WELIX (1.13) is less costly to investors than FWWNX (0.62). WELIX is a more actively managed with annual turnover of: 67.00 vs. FWWNX (46.00). FWWNX has a lower initial minimum investment than WELIX: FWWNX (250) vs WELIX (1000000). WELIX annual gain was more profitable for investors over the last year : 36.71 vs. FWWNX (27.78). FWWNX return over 5 years is better than : 13.42 vs. WELIX (-11.05).
| FWWNX | WELIX | FWWNX / WELIX | |
| Total Expense Ratio | 0.62 | 0.94 | 66% |
| Annual Report Gross Expense Ratio | 0.62 | 1.13 | 55% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 6.095 | 7.779 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 103M | 73,301% |
| Annual Yield % from dividends | 1.32 | 0.88 | 150% |
| Returns for 1 year | 27.78 | 36.71 | 76% |
| Returns for 3 years | 43.49 | 42.36 | 103% |
| Returns for 5 years | 13.42 | -11.05 | -121% |
| Returns for 10 years | N/A | 84.89 | - |
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