Interact to see
Advertisement
Advertisement
FSWFX vs TAVZX
FSWFX vs TAVZX Comparison
Open Charts FSWFX vs TAVZX
American Funds SMALLCAP World 529-F-2
Price$70.22
Change+$0.47 (+0.67%)
VolumeN/A
Net Assets75.3B
FSWFX vs TAVZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. TAVZX (709M). TAVZX pays higher dividends than FSWFX: TAVZX (2.49) vs FSWFX (0.87). FSWFX was incepted earlier than TAVZX: FSWFX (5 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 : 5.03 vs. TAVZX (-7.57).
| FSWFX | TAVZX | FSWFX / TAVZX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.13 | 67% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.860 | 10.115 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 709M | 10,621% |
| Annual Yield % from dividends | 0.87 | 2.49 | 35% |
| Returns for 1 year | 5.03 | -7.57 | -67% |
| Returns for 3 years | 17.83 | 14.78 | 121% |
| Returns for 5 years | N/A | 124.27 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FNEEX | 64.81 | 0.41 | +0.64% |
| American Funds New Economy 529-F-2 | |||
| BRBCX | 14.47 | 0.06 | +0.42% |
| BlackRock Tactical Opportunities Inv C | |||
| GGOTX | 15.61 | N/A | N/A |
| Goldman Sachs Mid Cap Growth Inv | |||
| ABIZX | 22.17 | N/A | N/A |
| AMG River Road Mid Cap Value Z | |||
| LFSFX | 26.80 | N/A | N/A |
| Lord Abbett Focused Small Cap Value F | |||