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FSWFX vs IEYYX
FSWFX vs IEYYX Comparison
Open Charts FSWFX vs IEYYX
American Funds SMALLCAP World 529-F-2
Price$70.15
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets75.67B
Macquarie Climate Solutions Y
Price$9.29
Change-$0.06 (-0.64%)
VolumeN/A
Net Assets96.66M
FSWFX vs IEYYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.7B vs. IEYYX (96.7M). IEYYX (0.90) and FSWFX (0.87) have matching dividends . FSWFX was incepted earlier than IEYYX: FSWFX (5 years) vs IEYYX (19 years). IEYYX (1.43) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IEYYX (20.00). IEYYX has a lower initial minimum investment than FSWFX: IEYYX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 5.53 vs. IEYYX (-2.08).
| FSWFX | IEYYX | FSWFX / IEYYX | |
| 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 | 3.790 | 2.426 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.7B | 96.7M | 78,283% |
| Annual Yield % from dividends | 0.87 | 0.90 | 96% |
| Returns for 1 year | 5.53 | -2.08 | -265% |
| Returns for 3 years | 33.26 | 0.15 | 22,103% |
| Returns for 5 years | N/A | 120.68 | - |
| Returns for 10 years | N/A | -30.69 | - |
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