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DGSCX vs FSWFX
DGSCX vs FSWFX Comparison
Open Charts DGSCX vs FSWFX
Virtus KAR Global Small-Cap Inst
Price$41.68
Change-$0.25 (-0.60%)
VolumeN/A
Net Assets45.64M
American Funds SMALLCAP World 529-F-2
Price$73.07
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets78.52B
DGSCX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. DGSCX (45.6M). DGSCX pays higher dividends than FSWFX: DGSCX (0.94) vs FSWFX (0.85). DGSCX was incepted earlier than FSWFX: DGSCX (29 years) vs FSWFX (5 years). DGSCX (1.35) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. DGSCX (16.00). FSWFX has a lower initial minimum investment than DGSCX: FSWFX (250) vs DGSCX (1000000). FSWFX annual gain was more profitable for investors over the last year : 10.89 vs. DGSCX (5.89).
| DGSCX | FSWFX | DGSCX / FSWFX | |
| Total Expense Ratio | 1.28 | 0.76 | 168% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 9.221 | 8.110 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6M | 78.5B | 0% |
| Annual Yield % from dividends | 0.94 | 0.85 | 111% |
| Returns for 1 year | 5.89 | 10.89 | 54% |
| Returns for 3 years | 29.69 | 35.38 | 84% |
| Returns for 5 years | 7.71 | N/A | - |
| Returns for 10 years | -10.47 | N/A | - |
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