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FSWFX vs NAEFX
FSWFX vs NAEFX Comparison
Open Charts FSWFX vs NAEFX
American Funds SMALLCAP World 529-F-2
Price$70.55
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
New Alternatives Investor
Price$70.11
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
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FSWFX vs NAEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. NAEFX (295M). NAEFX pays higher dividends than FSWFX: NAEFX (2.92) vs FSWFX (0.89). FSWFX was incepted earlier than NAEFX: FSWFX (4 years) vs NAEFX (10 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. NAEFX (7.97). FSWFX has a lower initial minimum investment than NAEFX: FSWFX (250) vs NAEFX (3500). FSWFX annual gain was more profitable for investors over the last year : 15.94 vs. NAEFX (9.57).
| FSWFX | NAEFX | FSWFX / NAEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 4.783 | 6.526 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8B | 295M | 26,034% |
| Annual Yield % from dividends | 0.89 | 2.92 | 31% |
| Returns for 1 year | 15.94 | 9.57 | 167% |
| Returns for 3 years | -24.02 | -22.03 | 109% |
| Returns for 5 years | N/A | 25.17 | - |
| Returns for 10 years | N/A | N/A | - |