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FSWFX vs YFSIX
FSWFX vs YFSIX Comparison
Open Charts FSWFX vs YFSIX
American Funds SMALLCAP World 529-F-2
Price$72.61
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
FSWFX vs YFSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.7B vs. YFSIX (171M). YFSIX pays higher dividends than FSWFX: YFSIX (2.48) vs FSWFX (0.85). FSWFX was incepted earlier than YFSIX: FSWFX (5 years) vs YFSIX (8 years). YFSIX (0.97) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. YFSIX (8.00). FSWFX has a lower initial minimum investment than YFSIX: FSWFX (250) vs YFSIX (100000). YFSIX annual gain was more profitable for investors over the last year : 7.60 vs. FSWFX (3.53).
| FSWFX | YFSIX | FSWFX / YFSIX | |
| Total Expense Ratio | 0.76 | 0.93 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.97 | 78% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 7.430 | 18.892 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7B | 171M | 45,439% |
| Annual Yield % from dividends | 0.85 | 2.48 | 34% |
| Returns for 1 year | 3.53 | 7.60 | 46% |
| Returns for 3 years | 34.75 | 32.10 | 108% |
| Returns for 5 years | N/A | 52.08 | - |
| Returns for 10 years | N/A | N/A | - |
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