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FSFWX vs RTXMX
FSFWX vs RTXMX Comparison
Open Charts FSFWX vs RTXMX
American Funds SMALLCAP World 529-F-3
Price$77.01
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets82.31B
Russell Inv Tax-Managed Real Assets M
Price$13.83
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets1.23B
FSFWX vs RTXMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. RTXMX (1.23B). RTXMX pays higher dividends than FSFWX: RTXMX (2.03) vs FSFWX (0.86). FSFWX was incepted earlier than RTXMX: FSFWX (5 years) vs RTXMX (6 years). RTXMX (1.17) is less costly to investors than FSFWX (0.71). RTXMX is a more actively managed with annual turnover of: 42.00 vs. FSFWX (32.00). RTXMX has a lower initial minimum investment than FSFWX: RTXMX (0) vs FSFWX (250). RTXMX (7.25) and FSFWX (6.94) have marching annual gain over last year. RTXMX return over 5 years is better than : 38.08 vs. FSFWX (4.14).
| FSFWX | RTXMX | FSFWX / RTXMX | |
| Total Expense Ratio | 0.71 | 0.98 | 72% |
| Annual Report Gross Expense Ratio | 0.71 | 1.17 | 61% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 13.320 | 13.884 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 1.23B | 6,675% |
| Annual Yield % from dividends | 0.86 | 2.03 | 43% |
| Returns for 1 year | 6.94 | 7.25 | 96% |
| Returns for 3 years | 31.60 | 16.94 | 187% |
| Returns for 5 years | 4.14 | 38.08 | 11% |
| Returns for 10 years | N/A | N/A | - |
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