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FSWFX vs GEOSX
FSWFX vs GEOSX Comparison
Open Charts FSWFX vs GEOSX
American Funds SMALLCAP World 529-F-2
Price$76.01
Change-$0.27 (-0.35%)
VolumeN/A
Net Assets81.91B
Pear Tree Essex Environmental Opps Ins
Price$16.07
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets27.18M
FSWFX vs GEOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.9B vs. GEOSX (27.2M). FSWFX pays higher dividends than GEOSX: FSWFX (0.82) vs GEOSX (0.00). FSWFX was incepted earlier than GEOSX: FSWFX (5 years) vs GEOSX (8 years). GEOSX (1.29) is less costly to investors than FSWFX (0.76). GEOSX is a more actively managed with annual turnover of: 60.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than GEOSX: FSWFX (250) vs GEOSX (1000000). GEOSX annual gain was more profitable for investors over the last year : 15.35 vs. FSWFX (9.81).
| FSWFX | GEOSX | FSWFX / GEOSX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.29 | 59% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 12.460 | 20.105 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9B | 27.2M | 301,103% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 9.81 | 15.35 | 64% |
| Returns for 3 years | 38.44 | 9.81 | 392% |
| Returns for 5 years | N/A | 26.56 | - |
| Returns for 10 years | N/A | N/A | - |