FSWFX
Price
$84.42
Change
+$0.69 (+0.82%)
Updated
Aug 21 closing price
Net Assets
89.02B
LZISX
Price
$12.96
Change
+$0.05 (+0.39%)
Updated
Aug 21 closing price
Net Assets
20.32M
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FSWFX vs LZISX

FSWFX vs LZISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 89B vs. LZISX (20.3M). LZISX pays higher dividends than FSWFX: LZISX (1.61) vs FSWFX (0.84). FSWFX was incepted earlier than LZISX: FSWFX (6 years) vs LZISX (33 years). LZISX (2.17) is less costly to investors than FSWFX (0.76). LZISX is a more actively managed with annual turnover of: 160.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than LZISX: FSWFX (250) vs LZISX (10000). LZISX annual gain was more profitable for investors over the last year : 24.97 vs. FSWFX (15.52). FSWFX return over 5 years is better than : -1.28 vs. LZISX (-7.03).
FSWFXLZISXFSWFX / LZISX
Total Expense Ratio0.761.0374%
Annual Report Gross Expense Ratio0.762.1735%
Fund Existence6 years33 years-
Gain YTD14.77922.38066%
Front LoadN/AN/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets89B20.3M438,424%
Annual Yield % from dividends0.841.6152%
Returns for 1 year15.5224.9762%
Returns for 3 years41.7372.6657%
Returns for 5 years-1.28-7.0318%
Returns for 10 yearsN/A37.21-
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