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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$76.28
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.91B
Macquarie Climate Solutions R
Price$9.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets99.06M
FSWFX vs IYEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.9B vs. IYEFX (99.1M). IYEFX pays higher dividends than FSWFX: IYEFX (0.87) vs FSWFX (0.82). FSWFX was incepted earlier than IYEFX: FSWFX (5 years) vs IYEFX (13 years). IYEFX (1.68) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than FSWFX: IYEFX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 10.67 vs. IYEFX (1.64).
| FSWFX | IYEFX | FSWFX / IYEFX | |
| Total Expense Ratio | 0.76 | 1.49 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.68 | 45% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 12.860 | 10.755 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9B | 99.1M | 82,644% |
| Annual Yield % from dividends | 0.82 | 0.87 | 95% |
| Returns for 1 year | 10.67 | 1.64 | 651% |
| Returns for 3 years | 38.93 | 3.73 | 1,044% |
| Returns for 5 years | N/A | 159.02 | - |
| Returns for 10 years | N/A | -10.62 | - |
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