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FSWFX vs GEOSX
FSWFX vs GEOSX Comparison
Open Charts FSWFX vs GEOSX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Pear Tree Essex Environmental Opps Ins
Price$14.72
Change+$0.20 (+1.38%)
VolumeN/A
Net Assets25.42M
FSWFX vs GEOSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. GEOSX (25.4M). FSWFX pays higher dividends than GEOSX: FSWFX (0.85) vs GEOSX (0.00). FSWFX was incepted earlier than GEOSX: FSWFX (5 years) vs GEOSX (8 years). GEOSX (1.25) is less costly to investors than FSWFX (0.76). GEOSX is a more actively managed with annual turnover of: 47.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than GEOSX: FSWFX (250) vs GEOSX (1000000). FSWFX annual gain was more profitable for investors over the last year : 10.68 vs. GEOSX (8.16).
| FSWFX | GEOSX | FSWFX / GEOSX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 8.746 | 10.428 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 25.4M | 311,417% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 10.68 | 8.16 | 131% |
| Returns for 3 years | 36.18 | 15.00 | 241% |
| Returns for 5 years | N/A | 39.53 | - |
| Returns for 10 years | N/A | N/A | - |
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