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FSFWX vs IYEFX
FSFWX vs IYEFX Comparison
Open Charts FSFWX vs IYEFX
American Funds SMALLCAP World 529-F-3
Price$70.08
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Macquarie Climate Solutions R
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets98.65M
FSFWX vs IYEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.5B vs. IYEFX (98.6M). IYEFX (0.94) and FSFWX (0.94) have matching dividends . FSFWX was incepted earlier than IYEFX: FSFWX (5 years) vs IYEFX (13 years). IYEFX (1.68) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (13.00). IYEFX has a lower initial minimum investment than FSFWX: IYEFX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 5.14 vs. IYEFX (-1.69).
| FSFWX | IYEFX | FSFWX / IYEFX | |
| Total Expense Ratio | 0.71 | 1.49 | 48% |
| Annual Report Gross Expense Ratio | 0.71 | 1.68 | 42% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 3.580 | 4.233 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 98.6M | 76,572% |
| Annual Yield % from dividends | 0.94 | 0.94 | 99% |
| Returns for 1 year | 5.14 | -1.69 | -305% |
| Returns for 3 years | 31.38 | -7.04 | -446% |
| Returns for 5 years | N/A | 122.21 | - |
| Returns for 10 years | N/A | -32.04 | - |
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