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FSFWX vs NALFX
FSFWX vs NALFX Comparison
Open Charts FSFWX vs NALFX
American Funds SMALLCAP World 529-F-3
Price$77.18
Change+$1.39 (+1.83%)
VolumeN/A
Net Assets82.43B
FSFWX vs NALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.4B vs. NALFX (282M). NALFX pays higher dividends than FSFWX: NALFX (1.11) vs FSFWX (0.98). FSFWX was incepted earlier than NALFX: FSFWX (5 years) vs NALFX (43 years). NALFX (1.03) is less costly to investors than FSFWX (0.70). FSFWX is a more actively managed with annual turnover of: 41.00 vs. NALFX (5.94). FSFWX has a lower initial minimum investment than NALFX: FSFWX (250) vs NALFX (2500). NALFX annual gain was more profitable for investors over the last year : 41.09 vs. FSFWX (13.70). FSFWX return over 5 years is better than : -5.83 vs. NALFX (-11.51).
| FSFWX | NALFX | FSFWX / NALFX | |
| Total Expense Ratio | 0.70 | 1.03 | 68% |
| Annual Report Gross Expense Ratio | 0.70 | 1.03 | 68% |
| Fund Existence | 5 years | 43 years | - |
| Gain YTD | 4.807 | 6.103 | 79% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 282M | 29,220% |
| Annual Yield % from dividends | 0.98 | 1.11 | 88% |
| Returns for 1 year | 13.70 | 41.09 | 33% |
| Returns for 3 years | 25.63 | 15.69 | 163% |
| Returns for 5 years | -5.83 | -11.51 | 51% |
| Returns for 10 years | N/A | 119.23 | - |
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