Ad is loading...
Ad is loading...
FSWFX vs RGSAX
FSWFX vs RGSAX Comparison
Open Charts FSWFX vs RGSAX
American Funds SMALLCAP World 529-F-2
Price$69.11
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
Virtus KAR Global Small-Cap A
Price$36.80
Change-$0.13 (-0.35%)
VolumeN/A
CapitalizationN/A
FSWFX vs RGSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74.7B vs. RGSAX (47.2M). FSWFX pays higher dividends than RGSAX: FSWFX (0.89) vs RGSAX (0.78). FSWFX was incepted earlier than RGSAX: FSWFX (4 years) vs RGSAX (23 years). RGSAX is a more actively managed with annual turnover of: 129.00 vs. FSWFX (29.00). FSWFX has a lower initial minimum investment than RGSAX: FSWFX (250) vs RGSAX (2500). FSWFX (16.27) and RGSAX (16.19) have marching annual gain over last year.
| FSWFX | RGSAX | FSWFX / RGSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 3.956 | 6.605 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 47.2M | 158,263% |
| Annual Yield % from dividends | 0.89 | 0.78 | 114% |
| Returns for 1 year | 16.27 | 16.19 | 101% |
| Returns for 3 years | -25.24 | -32.25 | 78% |
| Returns for 5 years | N/A | -7.02 | - |
| Returns for 10 years | N/A | -10.22 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...