Interact to see
Advertisement
Advertisement
AFGGX vs FSFWX
AFGGX vs FSFWX Comparison
Open Charts AFGGX vs FSFWX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
AFGGX vs FSFWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. AFGGX (95.8M). FSFWX pays higher dividends than AFGGX: FSFWX (0.88) vs AFGGX (0.36). AFGGX was incepted earlier than FSFWX: AFGGX (21 years) vs FSFWX (5 years). AFGGX (1.31) is less costly to investors than FSFWX (0.71). AFGGX is a more actively managed with annual turnover of: 52.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than AFGGX: FSFWX (250) vs AFGGX (1000). FSFWX annual gain was more profitable for investors over the last year : 6.93 vs. AFGGX (3.70). FSFWX (7.14) and AFGGX (6.99) have equivalent 5 years return.
| AFGGX | FSFWX | AFGGX / FSFWX | |
| Total Expense Ratio | 1.26 | 0.71 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 9.322 | 10.245 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 81.8B | 0% |
| Annual Yield % from dividends | 0.36 | 0.88 | 41% |
| Returns for 1 year | 3.70 | 6.93 | 53% |
| Returns for 3 years | 38.48 | 31.20 | 123% |
| Returns for 5 years | 6.99 | 7.14 | 98% |
| Returns for 10 years | 37.52 | N/A | - |