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APITX vs FSWFX
APITX vs FSWFX Comparison
Open Charts APITX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.69B
APITX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.7B vs. APITX (77.5M). FSWFX pays higher dividends than APITX: FSWFX (0.94) vs APITX (0.00). APITX was incepted earlier than FSWFX: APITX (40 years) vs FSWFX (4 years). APITX (2.39) is less costly to investors than FSWFX (0.76). APITX is a more actively managed with annual turnover of: 40.00 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 : -3.74 vs. APITX (-6.24).
| 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 | 4 years | - |
| Gain YTD | -11.615 | -8.948 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 66.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | -6.24 | -3.74 | 167% |
| Returns for 3 years | 1.65 | -3.50 | -47% |
| Returns for 5 years | 0.45 | N/A | - |
| Returns for 10 years | -19.73 | N/A | - |
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