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FSWFX vs TAVZX
FSWFX vs TAVZX Comparison
Open Charts FSWFX vs TAVZX
American Funds SMALLCAP World 529-F-2
Price$73.21
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets78.99B
FSWFX vs TAVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79B vs. TAVZX (735M). TAVZX pays higher dividends than FSWFX: TAVZX (2.40) vs FSWFX (0.85). 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 : 6.16 vs. TAVZX (-7.35).
| 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 | 8.554 | 13.133 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79B | 735M | 10,748% |
| Annual Yield % from dividends | 0.85 | 2.40 | 35% |
| Returns for 1 year | 6.16 | -7.35 | -84% |
| Returns for 3 years | 35.62 | 44.26 | 80% |
| Returns for 5 years | N/A | 133.24 | - |
| Returns for 10 years | N/A | N/A | - |