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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
Macquarie Climate Solutions R
Price$8.16
Change+$0.04 (+0.49%)
VolumeN/A
Net Assets92.58M
FSWFX vs IYEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.1B vs. IYEFX (92.6M). IYEFX (0.97) and FSWFX (0.94) have matching dividends . FSWFX was incepted earlier than IYEFX: FSWFX (4 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 : -3.74 vs. IYEFX (-6.75).
| FSWFX | IYEFX | FSWFX / IYEFX | |
| Total Expense Ratio | 0.76 | 1.49 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.68 | 45% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -8.948 | -6.636 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.1B | 92.6M | 71,382% |
| Annual Yield % from dividends | 0.94 | 0.97 | 97% |
| Returns for 1 year | -3.74 | -6.75 | 55% |
| Returns for 3 years | -3.50 | -16.41 | 21% |
| Returns for 5 years | N/A | 144.50 | - |
| Returns for 10 years | N/A | -40.85 | - |
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