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AVEAX vs FSWFX
AVEAX vs FSWFX Comparison
Open Charts AVEAX vs FSWFX
Ave Maria Growth Focused
Price$17.10
Change+$0.30 (+1.79%)
VolumeN/A
Net Assets68.33M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
AVEAX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. AVEAX (68.3M). FSWFX pays higher dividends than AVEAX: FSWFX (0.85) vs AVEAX (0.00). AVEAX was incepted earlier than FSWFX: AVEAX (5 years) vs FSWFX (5 years). AVEAX (1.11) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. AVEAX (22.00). FSWFX has a lower initial minimum investment than AVEAX: FSWFX (250) vs AVEAX (2500). AVEAX annual gain was more profitable for investors over the last year : 30.14 vs. FSWFX (10.68).
| AVEAX | FSWFX | AVEAX / FSWFX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.11 | 0.76 | 146% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 11.765 | 8.746 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.3M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 30.14 | 10.68 | 282% |
| Returns for 3 years | 65.86 | 36.18 | 182% |
| Returns for 5 years | 59.37 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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