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FSWFX vs TAVZX
FSWFX vs TAVZX Comparison
Open Charts FSWFX vs TAVZX
American Funds SMALLCAP World 529-F-2
Price$62.75
Change+$0.72 (+1.16%)
VolumeN/A
Net Assets67.16B
FSWFX vs TAVZX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.2B vs. TAVZX (684M). TAVZX pays higher dividends than FSWFX: TAVZX (2.61) vs FSWFX (0.94). FSWFX was incepted earlier than TAVZX: FSWFX (4 years) vs TAVZX (7 years). TAVZX (1.13) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. TAVZX (18.00). FSWFX has a lower initial minimum investment than TAVZX: FSWFX (250) vs TAVZX (25000). FSWFX annual gain was more profitable for investors over the last year : -4.54 vs. TAVZX (-15.17).
| FSWFX | TAVZX | FSWFX / TAVZX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.13 | 67% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -8.253 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2B | 684M | 9,825% |
| Annual Yield % from dividends | 0.94 | 2.61 | 36% |
| Returns for 1 year | -4.54 | -15.17 | 30% |
| Returns for 3 years | -0.09 | 9.45 | -1% |
| Returns for 5 years | N/A | 166.79 | - |
| Returns for 10 years | N/A | N/A | - |
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