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FSWFX vs IENRX
FSWFX vs IENRX Comparison
Open Charts FSWFX vs IENRX
American Funds SMALLCAP World 529-F-2
Price$73.75
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets79.1B
Macquarie Climate Solutions R6
Price$10.04
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets100.09M
FSWFX vs IENRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. IENRX (100M). IENRX pays higher dividends than FSWFX: IENRX (1.39) vs FSWFX (0.85). 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 (20.00). FSWFX annual gain was more profitable for investors over the last year : 10.07 vs. IENRX (3.55).
| 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 | 9.116 | 7.725 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 100M | 79,100% |
| Annual Yield % from dividends | 0.85 | 1.39 | 61% |
| Returns for 1 year | 10.07 | 3.55 | 284% |
| Returns for 3 years | 36.39 | 13.46 | 270% |
| Returns for 5 years | N/A | 158.91 | - |
| Returns for 10 years | N/A | -19.82 | - |
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