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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$66.26
Change+$0.58 (+0.88%)
VolumeN/A
Net Assets71.03B
Macquarie Climate Solutions R
Price$8.48
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets94.85M
FSWFX vs IYEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71B vs. IYEFX (94.9M). IYEFX pays higher dividends than FSWFX: IYEFX (0.99) vs FSWFX (0.92). FSWFX was incepted earlier than IYEFX: FSWFX (5 years) vs IYEFX (12 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 (13.00). 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 : 0.08 vs. IYEFX (-8.39).
| 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 | 12 years | - |
| Gain YTD | -1.997 | -2.975 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 94.9M | 74,816% |
| Annual Yield % from dividends | 0.92 | 0.99 | 93% |
| Returns for 1 year | 0.08 | -8.39 | -1% |
| Returns for 3 years | 19.32 | -6.55 | -295% |
| Returns for 5 years | N/A | 118.23 | - |
| Returns for 10 years | N/A | -37.61 | - |
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