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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
American Funds SMALLCAP World 529-F-2
Price$74.97
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.43B
Macquarie Climate Solutions A
Price$10.11
Change+$0.13 (+1.30%)
VolumeN/A
Net Assets99.58M
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.4B vs. IEYAX (99.6M). IEYAX pays higher dividends than FSWFX: IEYAX (1.09) vs FSWFX (0.82). FSWFX was incepted earlier than IEYAX: FSWFX (5 years) vs IEYAX (20 years). IEYAX (1.43) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IEYAX (20.00). FSWFX has a lower initial minimum investment than IEYAX: FSWFX (250) vs IEYAX (1000). FSWFX annual gain was more profitable for investors over the last year : 6.06 vs. IEYAX (1.85).
| FSWFX | IEYAX | FSWFX / IEYAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.43 | 53% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 10.921 | 14.237 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.4B | 99.6M | 80,723% |
| Annual Yield % from dividends | 0.82 | 1.09 | 75% |
| Returns for 1 year | 6.06 | 1.85 | 328% |
| Returns for 3 years | 46.65 | 16.57 | 281% |
| Returns for 5 years | N/A | 195.16 | - |
| Returns for 10 years | N/A | 0.75 | - |
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