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FSWFX vs NAEFX
FSWFX vs NAEFX Comparison
Open Charts FSWFX vs NAEFX
FSWFX vs NAEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 88.9B vs. NAEFX (315M). FSWFX pays higher dividends than NAEFX: FSWFX (0.85) vs NAEFX (0.78). FSWFX was incepted earlier than NAEFX: FSWFX (6 years) vs NAEFX (11 years). NAEFX (1.35) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. NAEFX (4.09). FSWFX has a lower initial minimum investment than NAEFX: FSWFX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 31.53 vs. FSWFX (20.82). NAEFX return over 5 years is better than : 4.89 vs. FSWFX (-1.55).
| FSWFX | NAEFX | FSWFX / NAEFX | |
| Total Expense Ratio | 0.76 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.76 | 1.35 | 56% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 12.196 | 17.592 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.9B | 315M | 28,222% |
| Annual Yield % from dividends | 0.85 | 0.78 | 109% |
| Returns for 1 year | 20.82 | 31.53 | 66% |
| Returns for 3 years | 38.49 | 32.22 | 119% |
| Returns for 5 years | -1.55 | 4.89 | -32% |
| Returns for 10 years | N/A | 112.23 | - |
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