Interact to see
Advertisement
Advertisement
APITX vs FSWFX
APITX vs FSWFX Comparison
Open Charts APITX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
APITX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.7B vs. APITX (88M). FSWFX pays higher dividends than APITX: FSWFX (0.87) vs APITX (0.00). APITX was incepted earlier than FSWFX: APITX (40 years) vs FSWFX (5 years). APITX (2.39) is less costly to investors than FSWFX (0.76). APITX is a more actively managed with annual turnover of: 52.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APITX: FSWFX (250) vs APITX (1000). FSWFX annual gain was more profitable for investors over the last year : 5.03 vs. APITX (4.61).
| APITX | FSWFX | APITX / FSWFX | |
| Total Expense Ratio | 2.01 | 0.76 | 264% |
| Annual Report Gross Expense Ratio | 2.39 | 0.76 | 314% |
| Fund Existence | 40 years | 5 years | - |
| Gain YTD | 1.193 | 3.505 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 76.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | 4.61 | 5.03 | 91% |
| Returns for 3 years | 36.19 | 31.16 | 116% |
| Returns for 5 years | 6.80 | N/A | - |
| Returns for 10 years | -7.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers