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FSWFX vs VVPSX
FSWFX vs VVPSX Comparison
Open Charts FSWFX vs VVPSX
American Funds SMALLCAP World 529-F-2
Price$75.49
Change+$1.73 (+2.35%)
VolumeN/A
Net Assets81.34B
Vulcan Value Partners Small Cap
Price$13.10
Change+$0.47 (+3.72%)
VolumeN/A
Net Assets134.4M
FSWFX vs VVPSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.3B vs. VVPSX (134M). VVPSX pays higher dividends than FSWFX: VVPSX (1.12) vs FSWFX (0.85). FSWFX was incepted earlier than VVPSX: FSWFX (5 years) vs VVPSX (16 years). VVPSX (1.27) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. VVPSX (29.00). FSWFX has a lower initial minimum investment than VVPSX: FSWFX (250) vs VVPSX (5000). FSWFX annual gain was more profitable for investors over the last year : 11.01 vs. VVPSX (1.88).
| FSWFX | VVPSX | FSWFX / VVPSX | |
| Total Expense Ratio | 0.76 | 1.25 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.27 | 60% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 11.691 | 10.829 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3B | 134M | 60,672% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | 11.01 | 1.88 | 586% |
| Returns for 3 years | 31.06 | 2.90 | 1,070% |
| Returns for 5 years | N/A | 3.72 | - |
| Returns for 10 years | N/A | -18.48 | - |
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