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FSWFX vs GEORX
FSWFX vs GEORX Comparison
Open Charts FSWFX vs GEORX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Pear Tree Essex Environmental Opps R6
Price$7.17
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets26.73M
FSWFX vs GEORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. GEORX (26.7M). FSWFX pays higher dividends than GEORX: FSWFX (0.85) vs GEORX (0.00). FSWFX was incepted earlier than GEORX: FSWFX (5 years) vs GEORX (4 years). GEORX (1.12) is less costly to investors than FSWFX (0.76). GEORX is a more actively managed with annual turnover of: 60.00 vs. FSWFX (32.00). 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 : 13.81 vs. FSWFX (10.12).
| FSWFX | GEORX | FSWFX / GEORX | |
| Total Expense Ratio | 0.76 | 0.95 | 80% |
| Annual Report Gross Expense Ratio | 0.76 | 1.12 | 68% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 9.708 | 17.541 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 26.7M | 298,876% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 10.12 | 13.81 | 73% |
| Returns for 3 years | 33.81 | 17.16 | 197% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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