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FSFWX vs NAEFX
FSFWX vs NAEFX Comparison
Open Charts FSFWX vs NAEFX
American Funds SMALLCAP World 529-F-3
Price$69.23
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
New Alternatives Investor
Price$64.09
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
FSFWX vs NAEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 74.7B vs. NAEFX (263M). NAEFX pays higher dividends than FSFWX: NAEFX (2.92) vs FSFWX (0.90). FSFWX was incepted earlier than NAEFX: FSFWX (4 years) vs NAEFX (10 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). FSFWX has a lower initial minimum investment than NAEFX: FSFWX (250) vs NAEFX (3500). FSFWX annual gain was more profitable for investors over the last year : 16.33 vs. NAEFX (7.01).
| FSFWX | NAEFX | FSFWX / NAEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 4.011 | -2.272 | -177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 263M | 28,403% |
| Annual Yield % from dividends | 0.90 | 2.92 | 31% |
| Returns for 1 year | 16.33 | 7.01 | 233% |
| Returns for 3 years | -25.14 | -29.25 | 86% |
| Returns for 5 years | N/A | 11.19 | - |
| Returns for 10 years | N/A | N/A | - |
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