Ad is loading...
FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
Macquarie Climate Solutions I
Price$9.60
Change+$0.08 (+0.84%)
VolumeN/A
Net Assets110.65M
FSWFX vs IVEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.1B vs. IVEIX (111M). IVEIX pays higher dividends than FSWFX: IVEIX (2.74) vs FSWFX (0.89). FSWFX was incepted earlier than IVEIX: FSWFX (4 years) vs IVEIX (18 years). IVEIX is a more actively managed with annual turnover of: 108.00 vs. FSWFX (29.00). 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 : 8.09 vs. IVEIX (7.41).
| FSWFX | IVEIX | FSWFX / IVEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | 1.287 | 3.448 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1B | 111M | 67,658% |
| Annual Yield % from dividends | 0.89 | 2.74 | 33% |
| Returns for 1 year | 8.09 | 7.41 | 109% |
| Returns for 3 years | -3.82 | 21.21 | -18% |
| Returns for 5 years | N/A | 21.98 | - |
| Returns for 10 years | N/A | -22.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MINV | 27.41 | 0.28 | +1.02% |
| Matthews Asia Innovators Active ETF | |||
| QDPL | 39.14 | 0.36 | +0.93% |
| Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | |||
| IJT | 139.64 | 0.86 | +0.62% |
| iShares S&P Small-Cap 600 Growth ETF | |||
| BSMR | 23.64 | 0.07 | +0.29% |
| Invesco BulletShares 2027 Muncpl Bd ETF | |||
| EEMO | 15.98 | N/A | N/A |
| Invesco S&P Emerging Markets Mom ETF | |||