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FSWFX vs GEORX
FSWFX vs GEORX Comparison
Open Charts FSWFX vs GEORX
American Funds SMALLCAP World 529-F-2
Price$75.87
Change+$0.81 (+1.08%)
VolumeN/A
Net Assets80.92B
Pear Tree Essex Environmental Opps R6
Price$7.89
Change+$0.16 (+2.07%)
VolumeN/A
Net Assets28.6M
FSWFX vs GEORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.9B vs. GEORX (28.6M). FSWFX pays higher dividends than GEORX: FSWFX (0.82) vs GEORX (0.00). 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 (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 : 17.84 vs. FSWFX (6.69).
| 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 | 11.055 | 26.721 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 28.6M | 282,867% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 6.69 | 17.84 | 38% |
| Returns for 3 years | 42.11 | 29.48 | 143% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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