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CNWCX American Funds New World 529C

6 lower fee alternatives found

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Fund CNWCX American Funds New World 529C SEMFX Scout Emerging Markets CEMDX Cullen Emerging Markets High Div Retail  
100% 86% 85%
Annual Fees
(1.90% Exp. Ratio)
(1.10% Exp. Ratio)
(1.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$28,515.20 $36,382.70 $34,657.71
Est. savings over 30 yrs +$7,867.50 +$6,142.51
As of 9/30/16
1 YR RETURN 12.33%
3 YR -0.08%
5 YR 5.37%
10 YR 4.01%
1 YR RETURN 18.07%
3 YR 0.18%
5 YR --
10 YR --
1 YR RETURN 14.54%
3 YR 1.20%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with significant exposure to countries with developing economies and/or markets. Under normal market conditions, the fund will invest at least 35% of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets.
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of emerging market companies. Emerging market countries include those currently considered to be developing by the World Bank, the International Finance Corporation, the United Nations, or the countries' authorities, or countries included in the MSCI Emerging Markets Index or MSCI Frontier Markets Index.
The investment seeks current income and long-term capital appreciation. The fund invests at least 80% of its net assets in high-dividend paying securities of companies across all capitalizations that are organized in, maintain at least 50% of their assets in, or derive at least 50% of their revenues from, emerging market countries. As a point of comparison, a high dividend paying common stock that the fund would invest in would generally have a dividend yield greater than the average dividend yield of the equity securities in the MSCI Emerging Markets Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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