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FSWFX vs IEYYX
FSWFX vs IEYYX Comparison
Open Charts FSWFX vs IEYYX
American Funds SMALLCAP World 529-F-2
Price$73.27
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Macquarie Climate Solutions Y
Price$10.61
Change-$0.09 (-0.84%)
VolumeN/A
Net Assets100.83M
FSWFX vs IEYYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. IEYYX (101M). FSWFX (0.81) and IEYYX (0.77) have matching dividends . FSWFX was incepted earlier than IEYYX: FSWFX (5 years) vs IEYYX (20 years). IEYYX (1.50) 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). IEYYX annual gain was more profitable for investors over the last year : 10.79 vs. FSWFX (6.26). IEYYX return over 5 years is better than : 142.36 vs. FSWFX (3.11).
| FSWFX | IEYYX | FSWFX / IEYYX | |
| 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 | 8.406 | 16.979 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 101M | 78,119% |
| Annual Yield % from dividends | 0.81 | 0.77 | 105% |
| Returns for 1 year | 6.26 | 10.79 | 58% |
| Returns for 3 years | 30.45 | 4.16 | 732% |
| Returns for 5 years | 3.11 | 142.36 | 2% |
| Returns for 10 years | N/A | -5.98 | - |
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