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APITX vs FSWFX
APITX vs FSWFX Comparison
Open Charts APITX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
APITX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. APITX (92.7M). FSWFX pays higher dividends than APITX: FSWFX (0.85) vs APITX (0.00). APITX was incepted earlier than FSWFX: APITX (40 years) vs FSWFX (5 years). APITX (2.31) is less costly to investors than FSWFX (0.76). APITX is a more actively managed with annual turnover of: 52.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APITX: FSWFX (250) vs APITX (1000). FSWFX (10.54) and APITX (10.38) have marching annual gain over last year.
| APITX | FSWFX | APITX / FSWFX | |
| Total Expense Ratio | 2.26 | 0.76 | 297% |
| Annual Report Gross Expense Ratio | 2.31 | 0.76 | 304% |
| Fund Existence | 40 years | 5 years | - |
| Gain YTD | 8.274 | 9.856 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 80.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 10.38 | 10.54 | 98% |
| Returns for 3 years | 26.37 | 22.73 | 116% |
| Returns for 5 years | 0.81 | N/A | - |
| Returns for 10 years | 0.81 | N/A | - |
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