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EEOFX vs FSWFX
EEOFX vs FSWFX Comparison
Open Charts EEOFX vs FSWFX
Pear Tree Essex Environmental Opps Odnry
Price$11.35
Change+$0.65 (+6.07%)
VolumeN/A
Net Assets30.9M
American Funds SMALLCAP World 529-F-2
Price$60.88
Change+$4.00 (+7.03%)
VolumeN/A
Net Assets61.55B
EEOFX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 61.6B vs. EEOFX (30.9M). FSWFX pays higher dividends than EEOFX: FSWFX (0.94) vs EEOFX (0.00). EEOFX was incepted earlier than FSWFX: EEOFX (8 years) vs FSWFX (4 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). EEOFX (-15.48) and FSWFX (-16.11) have marching annual gain over last year.
| 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 | 4 years | - |
| Gain YTD | -18.196 | -15.870 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 61.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | -15.48 | -16.11 | 96% |
| Returns for 3 years | -30.29 | -12.34 | 245% |
| Returns for 5 years | 19.55 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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