Interact to see
Advertisement
Advertisement
FSWFX vs LIFEX
FSWFX vs LIFEX Comparison
Open Charts FSWFX vs LIFEX
American Funds SMALLCAP World 529-F-2
Price$72.91
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets78.5B
Domini Sustainable Solutions Ins
Price$16.47
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets36.14M
FSWFX vs LIFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. LIFEX (36.1M). FSWFX pays higher dividends than LIFEX: FSWFX (0.85) vs LIFEX (0.17). FSWFX was incepted earlier than LIFEX: FSWFX (5 years) vs LIFEX (5 years). LIFEX (1.56) is less costly to investors than FSWFX (0.76). LIFEX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LIFEX: FSWFX (250) vs LIFEX (500000). FSWFX annual gain was more profitable for investors over the last year : 6.15 vs. LIFEX (-0.56).
| FSWFX | LIFEX | FSWFX / LIFEX | |
| Total Expense Ratio | 0.76 | 1.15 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.56 | 49% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 7.873 | 3.500 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5B | 36.1M | 217,452% |
| Annual Yield % from dividends | 0.85 | 0.17 | 510% |
| Returns for 1 year | 6.15 | -0.56 | -1,108% |
| Returns for 3 years | 35.30 | 30.46 | 116% |
| Returns for 5 years | N/A | 11.19 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement