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EEOFX vs FSWFX
EEOFX vs FSWFX Comparison
Open Charts EEOFX vs FSWFX
Pear Tree Essex Environmental Opps Odnry
Price$13.49
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets24.06M
American Funds SMALLCAP World 529-F-2
Price$70.15
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets75.67B
EEOFX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.7B vs. EEOFX (24.1M). FSWFX pays higher dividends than EEOFX: FSWFX (0.87) vs EEOFX (0.00). EEOFX was incepted earlier than FSWFX: EEOFX (8 years) vs FSWFX (5 years). EEOFX (1.51) is less costly to investors than FSWFX (0.76). EEOFX is a more actively managed with annual turnover of: 47.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than EEOFX: FSWFX (250) vs EEOFX (2500). FSWFX annual gain was more profitable for investors over the last year : 5.53 vs. EEOFX (-0.59).
| EEOFX | FSWFX | EEOFX / FSWFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 3.135 | 3.790 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | -0.59 | 5.53 | -11% |
| Returns for 3 years | 6.64 | 33.26 | 20% |
| Returns for 5 years | 28.60 | N/A | - |
| Returns for 10 years | N/A | N/A | - |