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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
American Funds SMALLCAP World 529-F-2
Price$77.18
Change+$0.68 (+0.89%)
VolumeN/A
Net Assets83.25B
Macquarie Climate Solutions A
Price$10.71
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets102.88M
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 83.3B vs. IEYAX (103M). IEYAX pays higher dividends than FSWFX: IEYAX (0.99) vs FSWFX (0.80). FSWFX was incepted earlier than IEYAX: FSWFX (5 years) vs IEYAX (20 years). IEYAX (1.50) 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). IEYAX annual gain was more profitable for investors over the last year : 12.14 vs. FSWFX (8.76). IEYAX return over 5 years is better than : 129.84 vs. FSWFX (6.39).
| FSWFX | IEYAX | FSWFX / IEYAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.50 | 51% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 14.191 | 21.017 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.3B | 103M | 80,874% |
| Annual Yield % from dividends | 0.80 | 0.99 | 81% |
| Returns for 1 year | 8.76 | 12.14 | 72% |
| Returns for 3 years | 37.48 | 7.59 | 494% |
| Returns for 5 years | 6.39 | 129.84 | 5% |
| Returns for 10 years | N/A | -5.81 | - |
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