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FSWFX vs GLNMX
FSWFX vs GLNMX Comparison
Open Charts FSWFX vs GLNMX
American Funds SMALLCAP World 529-F-2
Price$75.84
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.6B
MFS Global New Discovery R4
Price$24.84
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets70.52M
FSWFX vs GLNMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.6B vs. GLNMX (70.5M). FSWFX pays higher dividends than GLNMX: FSWFX (0.81) vs GLNMX (0.57). FSWFX was incepted earlier than GLNMX: FSWFX (5 years) vs GLNMX (14 years). GLNMX (1.56) is less costly to investors than FSWFX (0.76). GLNMX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). GLNMX has a lower initial minimum investment than FSWFX: GLNMX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 7.77 vs. GLNMX (4.31). FSWFX return over 5 years is better than : 8.80 vs. GLNMX (7.58).
| FSWFX | GLNMX | FSWFX / GLNMX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.56 | 49% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 12.209 | 8.995 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6B | 70.5M | 115,745% |
| Annual Yield % from dividends | 0.81 | 0.57 | 143% |
| Returns for 1 year | 7.77 | 4.31 | 180% |
| Returns for 3 years | 32.01 | 31.06 | 103% |
| Returns for 5 years | 8.80 | 7.58 | 116% |
| Returns for 10 years | N/A | 71.70 | - |
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