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FSWFX vs IENRX
FSWFX vs IENRX Comparison
Open Charts FSWFX vs IENRX
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
Macquarie Climate Solutions R6
Price$9.14
Change+$0.08 (+0.88%)
VolumeN/A
Net Assets95.7M
FSWFX vs IENRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. IENRX (95.7M). IENRX pays higher dividends than FSWFX: IENRX (1.50) vs FSWFX (0.92). 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 : -0.13 vs. IENRX (-8.53).
| 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 | -1.686 | -1.931 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 95.7M | 75,026% |
| Annual Yield % from dividends | 0.92 | 1.50 | 61% |
| Returns for 1 year | -0.13 | -8.53 | 2% |
| Returns for 3 years | 19.51 | -4.81 | -406% |
| Returns for 5 years | N/A | 127.79 | - |
| Returns for 10 years | N/A | -33.23 | - |
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