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FSWFX vs MSJAX
FSWFX vs MSJAX Comparison
Open Charts FSWFX vs MSJAX
American Funds SMALLCAP World 529-F-2
Price$72.97
Change-$0.78 (-1.06%)
VolumeN/A
Net Assets78.5B
Morgan Stanley Global Endurance A
Price$18.52
Change-$0.40 (-2.11%)
VolumeN/A
Net Assets30.16M
FSWFX vs MSJAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. MSJAX (30.2M). FSWFX pays higher dividends than MSJAX: FSWFX (0.85) vs MSJAX (0.00). FSWFX was incepted earlier than MSJAX: FSWFX (5 years) vs MSJAX (7 years). MSJAX (2.04) is less costly to investors than FSWFX (0.76). MSJAX is a more actively managed with annual turnover of: 157.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than MSJAX: FSWFX (250) vs MSJAX (1000). MSJAX annual gain was more profitable for investors over the last year : 22.49 vs. FSWFX (7.35).
| FSWFX | MSJAX | FSWFX / MSJAX | |
| Total Expense Ratio | 0.76 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.76 | 2.04 | 37% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 7.962 | 12.242 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5B | 30.2M | 259,934% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 7.35 | 22.49 | 33% |
| Returns for 3 years | 35.89 | 63.17 | 57% |
| Returns for 5 years | N/A | 8.14 | - |
| Returns for 10 years | N/A | N/A | - |
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