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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$73.37
Change+$0.76 (+1.05%)
VolumeN/A
Net Assets78.16B
Macquarie Climate Solutions I
Price$9.89
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets98.34M
FSWFX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.2B vs. IVEIX (98.3M). IVEIX pays higher dividends than FSWFX: IVEIX (1.27) vs FSWFX (0.85). 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 (20.00). 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 : 6.16 vs. IVEIX (-0.77).
| 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 | 8.554 | 5.603 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2B | 98.3M | 79,552% |
| Annual Yield % from dividends | 0.85 | 1.27 | 67% |
| Returns for 1 year | 6.16 | -0.77 | -802% |
| Returns for 3 years | 35.62 | 7.21 | 494% |
| Returns for 5 years | N/A | 140.10 | - |
| Returns for 10 years | N/A | -19.49 | - |
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