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EEOFX vs FSWFX
EEOFX vs FSWFX Comparison
Open Charts EEOFX vs FSWFX
Pear Tree Essex Environmental Opps Odnry
Price$15.81
Change-$0.49 (-3.01%)
VolumeN/A
Net Assets2.66B
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
EEOFX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. EEOFX (2.66B). FSWFX pays higher dividends than EEOFX: FSWFX (0.81) 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 : 13.51 vs. FSWFX (7.77). EEOFX return over 5 years is better than : 12.80 vs. FSWFX (8.80).
| 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 | 24.618 | 12.209 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 81.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 13.51 | 7.77 | 174% |
| Returns for 3 years | 13.67 | 32.01 | 43% |
| Returns for 5 years | 12.80 | 8.80 | 145% |
| Returns for 10 years | N/A | N/A | - |
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