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FSWFX vs IENRX
FSWFX vs IENRX Comparison
Open Charts FSWFX vs IENRX
American Funds SMALLCAP World 529-F-2
Price$68.96
Change+$0.34 (+0.50%)
VolumeN/A
Net Assets74.01B
Macquarie Climate Solutions R6
Price$9.40
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets95.44M
FSWFX vs IENRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74B vs. IENRX (95.4M). IENRX pays higher dividends than FSWFX: IENRX (1.44) vs FSWFX (0.87). FSWFX was incepted earlier than IENRX: FSWFX (5 years) vs IENRX (11 years). IENRX (1.07) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IENRX (13.00). FSWFX annual gain was more profitable for investors over the last year : 3.33 vs. IENRX (-9.03).
| FSWFX | IENRX | FSWFX / IENRX | |
| Total Expense Ratio | 0.76 | 0.82 | 93% |
| Annual Report Gross Expense Ratio | 0.76 | 1.07 | 71% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 1.997 | 0.322 | 620% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74B | 95.4M | 77,568% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 3.33 | -9.03 | -37% |
| Returns for 3 years | 16.71 | -16.80 | -99% |
| Returns for 5 years | N/A | 111.28 | - |
| Returns for 10 years | N/A | -30.00 | - |
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