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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$61.31
Change-$2.92 (-4.55%)
VolumeN/A
Net Assets69.74B
Macquarie Climate Solutions I
Price$8.93
Change-$0.25 (-2.72%)
VolumeN/A
Net Assets99.7M
FSWFX vs IVEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 69.7B vs. IVEIX (99.7M). IVEIX pays higher dividends than FSWFX: IVEIX (1.34) vs FSWFX (0.94). FSWFX was incepted earlier than IVEIX: FSWFX (4 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). IVEIX annual gain was more profitable for investors over the last year : -4.27 vs. FSWFX (-4.83).
| FSWFX | IVEIX | FSWFX / IVEIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.18 | 64% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -4.999 | -1.078 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 99.7M | 69,910% |
| Annual Yield % from dividends | 0.94 | 1.34 | 70% |
| Returns for 1 year | -4.83 | -4.27 | 113% |
| Returns for 3 years | -5.29 | -7.54 | 70% |
| Returns for 5 years | N/A | 190.94 | - |
| Returns for 10 years | N/A | -32.74 | - |
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