Interact to see
Advertisement
Advertisement
FSWFX vs KGDCX
FSWFX vs KGDCX Comparison
Open Charts FSWFX vs KGDCX
American Funds SMALLCAP World 529-F-2
Price$71.33
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets76.91B
FSWFX vs KGDCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.9B vs. KGDCX (159M). FSWFX pays higher dividends than KGDCX: FSWFX (0.87) vs KGDCX (0.42). FSWFX was incepted earlier than KGDCX: FSWFX (5 years) vs KGDCX (27 years). KGDCX (2.38) is less costly to investors than FSWFX (0.76). KGDCX (33.00) and FSWFX (32.00) have comparable annual turnover. FSWFX has a lower initial minimum investment than KGDCX: FSWFX (250) vs KGDCX (1000). FSWFX annual gain was more profitable for investors over the last year : 7.96 vs. KGDCX (1.52).
| FSWFX | KGDCX | FSWFX / KGDCX | |
| Total Expense Ratio | 0.76 | 2.11 | 36% |
| Annual Report Gross Expense Ratio | 0.76 | 2.38 | 32% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 5.536 | 4.131 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9B | 159M | 48,365% |
| Annual Yield % from dividends | 0.87 | 0.42 | 206% |
| Returns for 1 year | 7.96 | 1.52 | 523% |
| Returns for 3 years | 29.00 | 6.07 | 478% |
| Returns for 5 years | N/A | -1.72 | - |
| Returns for 10 years | N/A | -49.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement