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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$73.14
Change-$0.38 (-0.52%)
VolumeN/A
Net Assets78.93B
Macquarie Climate Solutions R
Price$10.29
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets101.05M
FSWFX vs IYEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. IYEFX (101M). FSWFX (0.81) and IYEFX (0.81) have matching dividends . FSWFX was incepted earlier than IYEFX: FSWFX (5 years) vs IYEFX (13 years). IYEFX (1.75) 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). IYEFX annual gain was more profitable for investors over the last year : 11.28 vs. FSWFX (6.68). IYEFX return over 5 years is better than : 142.97 vs. FSWFX (3.40).
| FSWFX | IYEFX | FSWFX / IYEFX | |
| Total Expense Ratio | 0.76 | 1.49 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.75 | 43% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 8.214 | 17.849 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 101M | 78,119% |
| Annual Yield % from dividends | 0.81 | 0.81 | 100% |
| Returns for 1 year | 6.68 | 11.28 | 59% |
| Returns for 3 years | 30.22 | 5.72 | 528% |
| Returns for 5 years | 3.40 | 142.97 | 2% |
| Returns for 10 years | N/A | -6.74 | - |
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