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FSFWX vs IVEIX
FSFWX vs IVEIX Comparison
Open Charts FSFWX vs IVEIX
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Macquarie Climate Solutions I
Price$10.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets101.38M
FSFWX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. IVEIX (101M). IVEIX pays higher dividends than FSFWX: IVEIX (1.27) vs FSFWX (0.92). FSFWX was incepted earlier than IVEIX: FSFWX (5 years) vs IVEIX (18 years). IVEIX (1.18) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). IVEIX has a lower initial minimum investment than FSFWX: IVEIX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 10.18 vs. IVEIX (4.01).
| FSFWX | IVEIX | FSFWX / IVEIX | |
| Total Expense Ratio | 0.71 | 0.99 | 72% |
| Annual Report Gross Expense Ratio | 0.71 | 1.18 | 60% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.758 | 9.806 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 101M | 79,010% |
| Annual Yield % from dividends | 0.92 | 1.27 | 72% |
| Returns for 1 year | 10.18 | 4.01 | 254% |
| Returns for 3 years | 33.99 | 5.91 | 575% |
| Returns for 5 years | N/A | 140.46 | - |
| Returns for 10 years | N/A | -14.74 | - |
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