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FSFWX vs IVEIX
FSFWX vs IVEIX Comparison
Open Charts FSFWX vs IVEIX
American Funds SMALLCAP World 529-F-3
Price$78.54
Change+$0.57 (+0.73%)
VolumeN/A
Net Assets82.31B
Nomura Climate Solutions I
Price$11.33
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets102.84M
FSFWX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. IVEIX (103M). IVEIX pays higher dividends than FSFWX: IVEIX (1.08) vs FSFWX (0.86). FSFWX was incepted earlier than IVEIX: FSFWX (5 years) vs IVEIX (19 years). IVEIX (1.25) 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). IVEIX annual gain was more profitable for investors over the last year : 15.65 vs. FSFWX (9.38). IVEIX return over 5 years is better than : 123.10 vs. FSFWX (4.39).
| FSFWX | IVEIX | FSFWX / IVEIX | |
| Total Expense Ratio | 0.71 | 0.99 | 72% |
| Annual Report Gross Expense Ratio | 0.71 | 1.25 | 57% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 16.084 | 22.091 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 103M | 79,903% |
| Annual Yield % from dividends | 0.86 | 1.08 | 80% |
| Returns for 1 year | 9.38 | 15.65 | 60% |
| Returns for 3 years | 37.67 | 9.45 | 399% |
| Returns for 5 years | 4.39 | 123.10 | 4% |
| Returns for 10 years | N/A | 11.99 | - |
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