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APITX vs FSWFX
APITX vs FSWFX Comparison
Open Charts APITX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
APITX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. APITX (92.5M). FSWFX pays higher dividends than APITX: FSWFX (0.85) vs APITX (0.00). APITX was incepted earlier than FSWFX: APITX (40 years) vs FSWFX (5 years). APITX (2.31) 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). APITX (10.31) and FSWFX (10.12) have marching annual gain over last year.
| APITX | FSWFX | APITX / FSWFX | |
| Total Expense Ratio | 2.26 | 0.76 | 297% |
| Annual Report Gross Expense Ratio | 2.31 | 0.76 | 304% |
| Fund Existence | 40 years | 5 years | - |
| Gain YTD | 7.239 | 9.708 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.5M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 10.31 | 10.12 | 102% |
| Returns for 3 years | 36.71 | 33.81 | 109% |
| Returns for 5 years | 5.48 | N/A | - |
| Returns for 10 years | -0.22 | N/A | - |
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