Interact to see
Advertisement
Advertisement
FSWFX vs LLGLX
FSWFX vs LLGLX Comparison
Open Charts FSWFX vs LLGLX
American Funds SMALLCAP World 529-F-2
Price$76.01
Change-$0.27 (-0.35%)
VolumeN/A
Net Assets81.91B
Longleaf Partners Global
Price$14.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets260.39M
FSWFX vs LLGLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.9B vs. LLGLX (260M). LLGLX pays higher dividends than FSWFX: LLGLX (2.80) vs FSWFX (0.82). 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). FSWFX annual gain was more profitable for investors over the last year : 9.81 vs. LLGLX (9.20).
| 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 | 12.460 | 12.624 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9B | 260M | 31,500% |
| Annual Yield % from dividends | 0.82 | 2.80 | 29% |
| Returns for 1 year | 9.81 | 9.20 | 107% |
| Returns for 3 years | 38.44 | 52.75 | 73% |
| Returns for 5 years | N/A | 27.57 | - |
| Returns for 10 years | N/A | 59.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement