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EEOFX vs FSWFX
EEOFX vs FSWFX Comparison
Open Charts EEOFX vs FSWFX
Pear Tree Essex Environmental Opps Odnry
Price$16.52
Change-$0.22 (-1.31%)
VolumeN/A
Net Assets28.6M
American Funds SMALLCAP World 529-F-2
Price$75.06
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
EEOFX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.9B vs. EEOFX (28.6M). FSWFX pays higher dividends than EEOFX: FSWFX (0.82) vs EEOFX (0.00). EEOFX was incepted earlier than FSWFX: EEOFX (8 years) vs FSWFX (5 years). EEOFX (1.55) is less costly to investors than FSWFX (0.76). EEOFX is a more actively managed with annual turnover of: 60.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than EEOFX: FSWFX (250) vs EEOFX (2500). EEOFX annual gain was more profitable for investors over the last year : 17.25 vs. FSWFX (6.69).
| EEOFX | FSWFX | EEOFX / FSWFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.55 | 0.76 | 204% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 26.300 | 11.055 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 80.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 17.25 | 6.69 | 258% |
| Returns for 3 years | 28.16 | 42.11 | 67% |
| Returns for 5 years | 19.19 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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