Interact to see
Advertisement
Advertisement
AVEAX vs FSWFX
AVEAX vs FSWFX Comparison
Open Charts AVEAX vs FSWFX
Ave Maria Growth Focused
Price$17.37
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets69.01M
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
AVEAX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. AVEAX (69M). 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 : 32.49 vs. FSWFX (10.54).
| 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 | 13.529 | 9.856 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69M | 80.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 32.49 | 10.54 | 308% |
| Returns for 3 years | 47.45 | 22.73 | 209% |
| Returns for 5 years | 56.35 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement