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EEOFX vs FSWFX
EEOFX vs FSWFX Comparison
Open Charts EEOFX vs FSWFX
Pear Tree Essex Environmental Opps Odnry
Price$15.35
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets26.73M
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
EEOFX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. EEOFX (26.7M). FSWFX pays higher dividends than EEOFX: FSWFX (0.85) vs EEOFX (0.00). EEOFX was incepted earlier than FSWFX: EEOFX (8 years) vs FSWFX (5 years). EEOFX (1.51) 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 : 13.37 vs. FSWFX (10.12).
| EEOFX | FSWFX | EEOFX / FSWFX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 17.355 | 9.708 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 13.37 | 10.12 | 132% |
| Returns for 3 years | 16.20 | 33.81 | 48% |
| Returns for 5 years | 32.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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