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FSWFX vs GEOSX
FSWFX vs GEOSX Comparison
Open Charts FSWFX vs GEOSX
American Funds SMALLCAP World 529-F-2
Price$73.16
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets79.03B
Pear Tree Essex Environmental Opps Ins
Price$15.71
Change+$0.21 (+1.35%)
VolumeN/A
Net Assets26.12M
FSWFX vs GEOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79B vs. GEOSX (26.1M). FSWFX pays higher dividends than GEOSX: FSWFX (0.85) vs GEOSX (0.00). FSWFX was incepted earlier than GEOSX: FSWFX (5 years) vs GEOSX (8 years). GEOSX (1.25) 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 : 21.76 vs. FSWFX (15.24).
| FSWFX | GEOSX | FSWFX / GEOSX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 8.243 | 16.279 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79B | 26.1M | 302,682% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 15.24 | 21.76 | 70% |
| Returns for 3 years | 24.48 | 5.23 | 468% |
| Returns for 5 years | N/A | 26.43 | - |
| Returns for 10 years | N/A | N/A | - |
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