Interact to see
Advertisement
Advertisement
FSWFX vs GEOSX
FSWFX vs GEOSX Comparison
Open Charts FSWFX vs GEOSX
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 Ins
Price$15.67
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets26.73M
FSWFX vs GEOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. GEOSX (26.7M). 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: 60.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than GEOSX: FSWFX (250) vs GEOSX (1000000). GEOSX annual gain was more profitable for investors over the last year : 13.72 vs. FSWFX (10.12).
| 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 | 9.708 | 17.554 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 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 | 13.72 | 74% |
| Returns for 3 years | 33.81 | 17.12 | 198% |
| Returns for 5 years | N/A | 33.93 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement