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FSWFX vs IENRX
FSWFX vs IENRX Comparison
Open Charts FSWFX vs IENRX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Macquarie Climate Solutions R6
Price$9.74
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets98.65M
FSWFX vs IENRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. IENRX (98.6M). IENRX pays higher dividends than FSWFX: IENRX (1.44) vs FSWFX (0.87). FSWFX was incepted earlier than IENRX: FSWFX (5 years) vs IENRX (11 years). IENRX (1.07) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IENRX (13.00). FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. IENRX (-1.06).
| FSWFX | IENRX | FSWFX / IENRX | |
| Total Expense Ratio | 0.76 | 0.82 | 93% |
| Annual Report Gross Expense Ratio | 0.76 | 1.07 | 71% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 3.538 | 4.506 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 98.6M | 76,572% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 5.07 | -1.06 | -480% |
| Returns for 3 years | 31.20 | -5.33 | -586% |
| Returns for 5 years | N/A | 129.40 | - |
| Returns for 10 years | N/A | -27.37 | - |
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