Interact to see
Advertisement
Advertisement
FSWFX vs SGSCX
FSWFX vs SGSCX Comparison
Open Charts FSWFX vs SGSCX
American Funds SMALLCAP World 529-F-2
Price$71.53
Change+$1.01 (+1.43%)
VolumeN/A
Net Assets76.04B
DWS Global Small Cap S
Price$31.56
Change+$0.38 (+1.22%)
VolumeN/A
Net Assets157.56M
FSWFX vs SGSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76B vs. SGSCX (158M). SGSCX pays higher dividends than FSWFX: SGSCX (1.44) vs FSWFX (0.87). FSWFX was incepted earlier than SGSCX: FSWFX (5 years) vs SGSCX (34 years). SGSCX (1.16) is less costly to investors than FSWFX (0.76). SGSCX (33.00) and FSWFX (32.00) have comparable annual turnover. FSWFX has a lower initial minimum investment than SGSCX: FSWFX (250) vs SGSCX (2500). FSWFX annual gain was more profitable for investors over the last year : 7.68 vs. SGSCX (4.24).
| FSWFX | SGSCX | FSWFX / SGSCX | |
| Total Expense Ratio | 0.76 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.16 | 66% |
| Fund Existence | 5 years | 34 years | - |
| Gain YTD | 5.832 | 3.382 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76B | 158M | 48,101% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 7.68 | 4.24 | 181% |
| Returns for 3 years | 29.36 | 17.81 | 165% |
| Returns for 5 years | N/A | 18.18 | - |
| Returns for 10 years | N/A | -27.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement