Ad is loading...
FSWFX vs GEORX
FSWFX vs GEORX Comparison
Open Charts FSWFX vs GEORX
American Funds SMALLCAP World 529-F-2
Price$68.58
Change-$2.15 (-3.04%)
VolumeN/A
CapitalizationN/A
Pear Tree Essex Environmental Opps R6
Price$6.16
Change-$0.19 (-2.99%)
VolumeN/A
CapitalizationN/A
FSWFX vs GEORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.3B vs. GEORX (52.7M). FSWFX pays higher dividends than GEORX: FSWFX (0.89) vs GEORX (0.00). FSWFX was incepted earlier than GEORX: FSWFX (4 years) vs GEORX (3 years). GEORX is a more actively managed with annual turnover of: 31.00 vs. FSWFX (29.00). FSWFX has a lower initial minimum investment than GEORX: FSWFX (250) vs GEORX (100000). GEORX (8.98) and FSWFX (8.90) have marching annual gain over last year.
| FSWFX | GEORX | FSWFX / GEORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 3 years | - |
| Gain YTD | 6.393 | 7.167 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3B | 52.7M | 144,782% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 8.90 | 8.98 | 99% |
| Returns for 3 years | -7.32 | -21.30 | 34% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |