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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
American Funds SMALLCAP World 529-F-2
Price$73.21
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets78.99B
Macquarie Climate Solutions A
Price$9.51
Change+$0.09 (+0.96%)
VolumeN/A
Net Assets99.12M
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79B vs. IEYAX (99.1M). IEYAX pays higher dividends than FSWFX: IEYAX (1.15) vs FSWFX (0.85). FSWFX was incepted earlier than IEYAX: FSWFX (5 years) vs IEYAX (19 years). IEYAX (1.43) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IEYAX (20.00). FSWFX has a lower initial minimum investment than IEYAX: FSWFX (250) vs IEYAX (1000). FSWFX annual gain was more profitable for investors over the last year : 6.16 vs. IEYAX (-0.13).
| FSWFX | IEYAX | FSWFX / IEYAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.43 | 53% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 8.554 | 6.441 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79B | 99.1M | 79,717% |
| Annual Yield % from dividends | 0.85 | 1.15 | 74% |
| Returns for 1 year | 6.16 | -0.13 | -4,794% |
| Returns for 3 years | 35.62 | 7.54 | 472% |
| Returns for 5 years | N/A | 138.78 | - |
| Returns for 10 years | N/A | -21.21 | - |
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