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$75.42
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets80.76B
Domini Sustainable Solutions Ins
Price$16.91
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets39.46M
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: 80.8B vs. LIFEX (39.5M). 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 : 9.99 vs. LIFEX (2.60).
| 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 | 11.587 | 6.265 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 39.5M | 204,557% |
| Annual Yield % from dividends | 0.85 | 0.17 | 504% |
| Returns for 1 year | 9.99 | 2.60 | 385% |
| Returns for 3 years | 32.91 | 27.31 | 120% |
| Returns for 5 years | N/A | 4.09 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement