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APITX vs FSWFX
APITX vs FSWFX Comparison
Open Charts APITX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$66.26
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.03B
APITX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71B vs. APITX (82.6M). FSWFX pays higher dividends than APITX: FSWFX (0.92) 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 : 0.08 vs. APITX (-2.29).
| 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 | -4.932 | -1.997 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 71B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -2.29 | 0.08 | -3,023% |
| Returns for 3 years | 22.82 | 19.32 | 118% |
| Returns for 5 years | 3.46 | N/A | - |
| Returns for 10 years | -13.34 | N/A | - |
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