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FSWFX vs GEOSX
FSWFX vs GEOSX Comparison
Open Charts FSWFX vs GEOSX
American Funds SMALLCAP World 529-F-2
Price$73.14
Change-$0.38 (-0.52%)
VolumeN/A
Net Assets78.93B
Pear Tree Essex Environmental Opps Ins
Price$15.64
Change-$0.22 (-1.39%)
VolumeN/A
Net Assets26.42M
FSWFX vs GEOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. GEOSX (26.4M). FSWFX pays higher dividends than GEOSX: FSWFX (0.81) 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 : 13.04 vs. FSWFX (6.68). GEOSX return over 5 years is better than : 5.87 vs. FSWFX (3.40).
| 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 | 8.214 | 18.980 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 26.4M | 298,864% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 6.68 | 13.04 | 51% |
| Returns for 3 years | 30.22 | 9.68 | 312% |
| Returns for 5 years | 3.40 | 5.87 | 58% |
| Returns for 10 years | N/A | N/A | - |
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