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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$70.22
Change+$0.47 (+0.67%)
VolumeN/A
Net Assets75.3B
Macquarie Climate Solutions I
Price$9.49
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets96.57M
FSWFX vs IVEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. IVEIX (96.6M). IVEIX pays higher dividends than FSWFX: IVEIX (1.31) vs FSWFX (0.87). FSWFX was incepted earlier than IVEIX: FSWFX (5 years) vs IVEIX (18 years). IVEIX (1.18) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (13.00). IVEIX has a lower initial minimum investment than FSWFX: IVEIX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 5.03 vs. IVEIX (-5.23).
| FSWFX | IVEIX | FSWFX / IVEIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.18 | 64% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 3.860 | 2.263 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 96.6M | 77,950% |
| Annual Yield % from dividends | 0.87 | 1.31 | 66% |
| Returns for 1 year | 5.03 | -5.23 | -96% |
| Returns for 3 years | 17.83 | -19.27 | -93% |
| Returns for 5 years | N/A | 97.07 | - |
| Returns for 10 years | N/A | -30.14 | - |
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