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FSWFX vs GEORX
FSWFX vs GEORX Comparison
Open Charts FSWFX vs GEORX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Pear Tree Essex Environmental Opps R6
Price$17.54
Change+$9.85 (+128.09%)
VolumeN/A
Net Assets28.01M
FSWFX vs GEORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. GEORX (28M). FSWFX pays higher dividends than GEORX: FSWFX (0.92) vs GEORX (0.10). FSWFX was incepted earlier than GEORX: FSWFX (5 years) vs GEORX (4 years). GEORX (1.14) is less costly to investors than FSWFX (0.76). GEORX is a more actively managed with annual turnover of: 60.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than GEORX: FSWFX (250) vs GEORX (100000). GEORX annual gain was more profitable for investors over the last year : 29.43 vs. FSWFX (13.61).
| FSWFX | GEORX | FSWFX / GEORX | |
| Total Expense Ratio | 0.76 | 0.94 | 81% |
| Annual Report Gross Expense Ratio | 0.76 | 1.14 | 67% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 4.799 | 5.918 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 28M | 294,286% |
| Annual Yield % from dividends | 0.92 | 0.10 | 912% |
| Returns for 1 year | 13.61 | 29.43 | 46% |
| Returns for 3 years | 25.43 | 16.81 | 151% |
| Returns for 5 years | -6.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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