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FSWFX vs GLNBX
FSWFX vs GLNBX Comparison
Open Charts FSWFX vs GLNBX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
MFS Global New Discovery B
Price$21.77
Change+$0.20 (+0.93%)
VolumeN/A
Net Assets68.77M
FSWFX vs GLNBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. GLNBX (68.8M). FSWFX pays higher dividends than GLNBX: FSWFX (0.92) vs GLNBX (0.00). FSWFX was incepted earlier than GLNBX: FSWFX (5 years) vs GLNBX (14 years). GLNBX (2.51) is less costly to investors than FSWFX (0.76). GLNBX is a more actively managed with annual turnover of: 47.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than GLNBX: FSWFX (250) vs GLNBX (1000). FSWFX annual gain was more profitable for investors over the last year : 13.61 vs. GLNBX (7.24). GLNBX return over 5 years is better than : -2.11 vs. FSWFX (-6.11).
| FSWFX | GLNBX | FSWFX / GLNBX | |
| Total Expense Ratio | 0.76 | 2.10 | 36% |
| Annual Report Gross Expense Ratio | 0.76 | 2.51 | 30% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 4.799 | 4.412 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 68.8M | 119,767% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 13.61 | 7.24 | 188% |
| Returns for 3 years | 25.43 | 18.44 | 138% |
| Returns for 5 years | -6.11 | -2.11 | 289% |
| Returns for 10 years | N/A | 68.24 | - |
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