Interact to see
Advertisement
Advertisement
APITX vs FSFWX
APITX vs FSFWX Comparison
Open Charts APITX vs FSFWX
American Funds SMALLCAP World 529-F-3
Price$77.01
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets82.31B
APITX 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: 82.3B vs. APITX (96M). FSFWX pays higher dividends than APITX: FSFWX (0.86) vs APITX (0.00). APITX was incepted earlier than FSFWX: APITX (41 years) vs FSFWX (5 years). APITX (2.31) is less costly to investors than FSFWX (0.71). APITX is a more actively managed with annual turnover of: 52.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than APITX: FSFWX (250) vs APITX (1000). FSFWX annual gain was more profitable for investors over the last year : 6.94 vs. APITX (2.71). FSFWX return over 5 years is better than : 4.14 vs. APITX (-6.41).
| APITX | FSFWX | APITX / FSFWX | |
| Total Expense Ratio | 2.26 | 0.71 | 318% |
| Annual Report Gross Expense Ratio | 2.31 | 0.71 | 325% |
| Fund Existence | 41 years | 5 years | - |
| Gain YTD | 11.535 | 13.320 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | 2.71 | 6.94 | 39% |
| Returns for 3 years | 35.20 | 31.60 | 111% |
| Returns for 5 years | -6.41 | 4.14 | -155% |
| Returns for 10 years | 11.01 | N/A | - |