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AVEAX vs FSWFX
AVEAX vs FSWFX Comparison
Open Charts AVEAX vs FSWFX
Ave Maria Growth Focused
Price$17.29
Change-$0.60 (-3.35%)
VolumeN/A
Net Assets82.06M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
AVEAX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. AVEAX (82.1M). FSWFX pays higher dividends than AVEAX: FSWFX (0.81) vs AVEAX (0.00). AVEAX was incepted earlier than FSWFX: AVEAX (6 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 : 16.04 vs. FSWFX (6.86). AVEAX return over 5 years is better than : 46.15 vs. FSWFX (6.83).
| AVEAX | FSWFX | AVEAX / FSWFX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.11 | 0.76 | 146% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 13.007 | 10.182 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.1M | 81.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 16.04 | 6.86 | 234% |
| Returns for 3 years | 63.58 | 31.03 | 205% |
| Returns for 5 years | 46.15 | 6.83 | 675% |
| Returns for 10 years | N/A | N/A | - |
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