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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$70.22
Change+$0.47 (+0.67%)
VolumeN/A
Net Assets75.3B
Macquarie Climate Solutions R
Price$8.92
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets96.57M
FSWFX vs IYEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. IYEFX (96.6M). IYEFX pays higher dividends than FSWFX: IYEFX (0.94) vs FSWFX (0.87). 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 : 5.03 vs. IYEFX (-5.65).
| 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 | 3.860 | 2.060 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 96.6M | 77,950% |
| Annual Yield % from dividends | 0.87 | 0.94 | 92% |
| Returns for 1 year | 5.03 | -5.65 | -89% |
| Returns for 3 years | 17.83 | -19.01 | -94% |
| Returns for 5 years | N/A | 94.23 | - |
| Returns for 10 years | N/A | -32.99 | - |
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