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FSWFX vs LIFEX
FSWFX vs LIFEX Comparison
Open Charts FSWFX vs LIFEX
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
Domini Sustainable Solutions Ins
Price$15.76
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets35.1M
FSWFX vs LIFEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. LIFEX (35.1M). FSWFX pays higher dividends than LIFEX: FSWFX (0.92) vs LIFEX (0.12). 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). LIFEX annual gain was more profitable for investors over the last year : 1.01 vs. FSWFX (-0.13).
| 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 | -1.686 | -1.129 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 35.1M | 204,558% |
| Annual Yield % from dividends | 0.92 | 0.12 | 773% |
| Returns for 1 year | -0.13 | 1.01 | -13% |
| Returns for 3 years | 19.51 | 25.52 | 76% |
| Returns for 5 years | N/A | 28.29 | - |
| Returns for 10 years | N/A | N/A | - |
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