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FSWFX vs IENRX
FSWFX vs IENRX Comparison
Open Charts FSWFX vs IENRX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Macquarie Climate Solutions R6
Price$11.16
Change-$0.16 (-1.41%)
VolumeN/A
Net Assets102.32M
FSWFX vs IENRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. IENRX (102M). IENRX pays higher dividends than FSWFX: IENRX (1.23) vs FSWFX (0.81). FSWFX was incepted earlier than IENRX: FSWFX (5 years) vs IENRX (11 years). IENRX (1.08) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IENRX (20.00). IENRX annual gain was more profitable for investors over the last year : 14.52 vs. FSWFX (6.86). IENRX return over 5 years is better than : 171.45 vs. FSWFX (6.83).
| FSWFX | IENRX | FSWFX / IENRX | |
| Total Expense Ratio | 0.76 | 0.82 | 93% |
| Annual Report Gross Expense Ratio | 0.76 | 1.08 | 70% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.182 | 19.742 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 102M | 80,196% |
| Annual Yield % from dividends | 0.81 | 1.23 | 66% |
| Returns for 1 year | 6.86 | 14.52 | 47% |
| Returns for 3 years | 31.03 | 8.58 | 362% |
| Returns for 5 years | 6.83 | 171.45 | 4% |
| Returns for 10 years | N/A | -1.80 | - |
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