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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$72.61
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
Macquarie Climate Solutions R
Price$9.21
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets98.91M
FSWFX vs IYEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.7B vs. IYEFX (98.9M). IYEFX pays higher dividends than FSWFX: IYEFX (0.91) vs FSWFX (0.85). 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 : 3.53 vs. IYEFX (-1.33).
| 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 | 7.430 | 5.950 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7B | 98.9M | 78,564% |
| Annual Yield % from dividends | 0.85 | 0.91 | 93% |
| Returns for 1 year | 3.53 | -1.33 | -265% |
| Returns for 3 years | 34.75 | 11.18 | 311% |
| Returns for 5 years | N/A | 138.30 | - |
| Returns for 10 years | N/A | -23.61 | - |
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