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FSWFX vs LLGLX
FSWFX vs LLGLX Comparison
Open Charts FSWFX vs LLGLX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Longleaf Partners Global
Price$13.71
Change-$0.20 (-1.44%)
VolumeN/A
Net Assets236.2M
FSWFX vs LLGLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. LLGLX (236M). LLGLX pays higher dividends than FSWFX: LLGLX (3.02) vs FSWFX (0.87). FSWFX was incepted earlier than LLGLX: FSWFX (5 years) vs LLGLX (12 years). LLGLX (1.29) is less costly to investors than FSWFX (0.76). 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 : 10.14 vs. FSWFX (5.07).
| 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 | 12 years | - |
| Gain YTD | 3.538 | 4.259 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 236M | 31,992% |
| Annual Yield % from dividends | 0.87 | 3.02 | 29% |
| Returns for 1 year | 5.07 | 10.14 | 50% |
| Returns for 3 years | 31.20 | 31.81 | 98% |
| Returns for 5 years | N/A | 28.12 | - |
| Returns for 10 years | N/A | 29.45 | - |
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