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FSWFX vs LLGLX
FSWFX vs LLGLX Comparison
Open Charts FSWFX vs LLGLX
American Funds SMALLCAP World 529-F-2
Price$73.69
Change-$0.46 (-0.62%)
VolumeN/A
Net Assets79.78B
Longleaf Partners Global
Price$14.78
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets260.83M
FSWFX vs LLGLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. LLGLX (261M). LLGLX pays higher dividends than FSWFX: LLGLX (2.92) vs FSWFX (0.85). FSWFX was incepted earlier than LLGLX: FSWFX (5 years) vs LLGLX (13 years). LLGLX (1.29) is less costly to investors than FSWFX (0.76). LLGLX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LLGLX: FSWFX (250) vs LLGLX (10000). LLGLX annual gain was more profitable for investors over the last year : 16.65 vs. FSWFX (8.85).
| FSWFX | LLGLX | FSWFX / LLGLX | |
| Total Expense Ratio | 0.76 | 1.05 | 72% |
| Annual Report Gross Expense Ratio | 0.76 | 1.29 | 59% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 9.708 | 12.395 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 261M | 30,575% |
| Annual Yield % from dividends | 0.85 | 2.92 | 29% |
| Returns for 1 year | 8.85 | 16.65 | 53% |
| Returns for 3 years | 27.93 | 36.64 | 76% |
| Returns for 5 years | N/A | 33.93 | - |
| Returns for 10 years | N/A | 44.09 | - |
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