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FSFWX vs VVPSX
FSFWX vs VVPSX Comparison
Open Charts FSFWX vs VVPSX
American Funds SMALLCAP World 529-F-3
Price$73.07
Change-$0.78 (-1.06%)
VolumeN/A
Net Assets78.5B
Vulcan Value Partners Small Cap
Price$12.40
Change-$0.17 (-1.35%)
VolumeN/A
Net Assets130.78M
FSFWX vs VVPSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 78.5B vs. VVPSX (131M). VVPSX pays higher dividends than FSFWX: VVPSX (1.15) vs FSFWX (0.92). FSFWX was incepted earlier than VVPSX: FSFWX (5 years) vs VVPSX (16 years). VVPSX (1.27) is less costly to investors than FSFWX (0.71). VVPSX (33.00) and FSFWX (32.00) have comparable annual turnover. FSFWX has a lower initial minimum investment than VVPSX: FSFWX (250) vs VVPSX (5000). FSFWX annual gain was more profitable for investors over the last year : 7.42 vs. VVPSX (-0.03).
| FSFWX | VVPSX | FSFWX / VVPSX | |
| Total Expense Ratio | 0.71 | 1.25 | 57% |
| Annual Report Gross Expense Ratio | 0.71 | 1.27 | 56% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 7.999 | 4.907 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5B | 131M | 59,924% |
| Annual Yield % from dividends | 0.92 | 1.15 | 80% |
| Returns for 1 year | 7.42 | -0.03 | -26,953% |
| Returns for 3 years | 36.07 | 1.00 | 3,603% |
| Returns for 5 years | N/A | 1.99 | - |
| Returns for 10 years | N/A | -30.42 | - |
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