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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
American Funds SMALLCAP World 529-F-2
Price$76.28
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.91B
Macquarie Climate Solutions A
Price$9.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets99.06M
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.9B vs. IEYAX (99.1M). IEYAX pays higher dividends than FSWFX: IEYAX (1.09) vs FSWFX (0.82). 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 : 10.67 vs. IEYAX (1.87).
| 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 | 12.860 | 10.960 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9B | 99.1M | 82,644% |
| Annual Yield % from dividends | 0.82 | 1.09 | 75% |
| Returns for 1 year | 10.67 | 1.87 | 571% |
| Returns for 3 years | 38.93 | 2.83 | 1,375% |
| Returns for 5 years | N/A | 158.66 | - |
| Returns for 10 years | N/A | -9.66 | - |
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