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FSFWX vs IVEIX
FSFWX vs IVEIX Comparison
Open Charts FSFWX vs IVEIX
American Funds SMALLCAP World 529-F-3
Price$72.35
Change+$0.93 (+1.30%)
VolumeN/A
Net Assets76.91B
Macquarie Climate Solutions I
Price$9.61
Change+$0.12 (+1.26%)
VolumeN/A
Net Assets96.09M
FSFWX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 76.9B vs. IVEIX (96.1M). IVEIX pays higher dividends than FSFWX: IVEIX (1.31) vs FSFWX (0.94). FSFWX was incepted earlier than IVEIX: FSFWX (5 years) vs IVEIX (18 years). IVEIX (1.18) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than FSFWX: IVEIX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 9.65 vs. IVEIX (-1.41).
| FSFWX | IVEIX | FSFWX / IVEIX | |
| Total Expense Ratio | 0.71 | 0.99 | 72% |
| Annual Report Gross Expense Ratio | 0.71 | 1.18 | 60% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 6.935 | 3.556 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9B | 96.1M | 80,021% |
| Annual Yield % from dividends | 0.94 | 1.31 | 72% |
| Returns for 1 year | 9.65 | -1.41 | -684% |
| Returns for 3 years | 30.70 | 0.89 | 3,442% |
| Returns for 5 years | N/A | 139.20 | - |
| Returns for 10 years | N/A | -26.17 | - |
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