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CSPAX vs FSWFX
CSPAX vs FSWFX Comparison
Open Charts CSPAX vs FSWFX
American Funds SMALLCAP World 529A
Price$68.50
Change-$1.09 (-1.57%)
VolumeN/A
Net Assets75.47B
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
CSPAX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
CSPAX (75.5B) and FSWFX (75.5B) have equal amount of cash in the bank . FSWFX pays higher dividends than CSPAX: FSWFX (0.87) vs CSPAX (0.58). CSPAX was incepted earlier than FSWFX: CSPAX (23 years) vs FSWFX (5 years). CSPAX (1.06) is less costly to investors than FSWFX (0.76). CSPAX (32.00) and FSWFX (32.00) have comparable annual turnover. CSPAX (250) and FSWFX (250) have matching initial minimum investment requirements. FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. CSPAX (4.76).
| CSPAX | FSWFX | CSPAX / FSWFX | |
| Total Expense Ratio | 1.06 | 0.76 | 139% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 3.401 | 3.538 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 75.5B | 100% |
| Annual Yield % from dividends | 0.58 | 0.87 | 67% |
| Returns for 1 year | 4.76 | 5.07 | 94% |
| Returns for 3 years | 29.99 | 31.20 | 96% |
| Returns for 5 years | 21.71 | N/A | - |
| Returns for 10 years | 37.96 | N/A | - |