Interact to see
Advertisement
Advertisement
AFGGX vs FSWFX
AFGGX vs FSWFX Comparison
Open Charts AFGGX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$73.14
Change-$0.38 (-0.52%)
VolumeN/A
Net Assets78.93B
AFGGX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. AFGGX (91.1M). FSWFX pays higher dividends than AFGGX: FSWFX (0.81) vs AFGGX (0.36). AFGGX was incepted earlier than FSWFX: AFGGX (21 years) vs FSWFX (5 years). AFGGX (1.31) is less costly to investors than FSWFX (0.76). AFGGX is a more actively managed with annual turnover of: 52.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than AFGGX: FSWFX (250) vs AFGGX (1000). FSWFX annual gain was more profitable for investors over the last year : 6.68 vs. AFGGX (3.49). AFGGX return over 5 years is better than : 3.71 vs. FSWFX (3.40).
| AFGGX | FSWFX | AFGGX / FSWFX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 7.336 | 8.214 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.1M | 78.9B | 0% |
| Annual Yield % from dividends | 0.36 | 0.81 | 44% |
| Returns for 1 year | 3.49 | 6.68 | 52% |
| Returns for 3 years | 37.30 | 30.22 | 123% |
| Returns for 5 years | 3.71 | 3.40 | 109% |
| Returns for 10 years | 32.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement