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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 91.5B vs. IEYAX (126M). IEYAX (0.81) and FSWFX (0.79) have matching dividends . FSWFX was incepted earlier than IEYAX: FSWFX (6 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: 41.00 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 : 32.10 vs. FSWFX (17.34). IEYAX return over 5 years is better than : 96.88 vs. FSWFX (-0.41).
| FSWFX | IEYAX | FSWFX / IEYAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.50 | 51% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 16.179 | 15.163 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 126M | 72,619% |
| Annual Yield % from dividends | 0.79 | 0.81 | 98% |
| Returns for 1 year | 17.34 | 32.10 | 54% |
| Returns for 3 years | 41.36 | 35.08 | 118% |
| Returns for 5 years | -0.41 | 96.88 | -0% |
| Returns for 10 years | N/A | 10.26 | - |
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