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APITX vs FSWFX
APITX vs FSWFX Comparison
Open Charts APITX vs FSWFX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
APITX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. APITX (96M). FSWFX pays higher dividends than APITX: FSWFX (0.80) vs APITX (0.00). APITX was incepted earlier than FSWFX: APITX (41 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 annual gain was more profitable for investors over the last year : 6.88 vs. APITX (2.71). FSWFX return over 5 years is better than : 3.85 vs. APITX (-6.41).
| APITX | FSWFX | APITX / FSWFX | |
| Total Expense Ratio | 2.26 | 0.76 | 297% |
| Annual Report Gross Expense Ratio | 2.31 | 0.76 | 304% |
| Fund Existence | 41 years | 5 years | - |
| Gain YTD | 11.535 | 13.259 | 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 | 0.80 | - |
| Returns for 1 year | 2.71 | 6.88 | 39% |
| Returns for 3 years | 35.20 | 31.43 | 112% |
| Returns for 5 years | -6.41 | 3.85 | -166% |
| Returns for 10 years | 11.01 | N/A | - |