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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
American Funds SMALLCAP World 529-F-2
Price$76.65
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
Nomura Climate Solutions A
Price$11.36
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets105.54M
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. IEYAX (106M). FSWFX (0.96) and IEYAX (0.93) have matching dividends . FSWFX was incepted earlier than IEYAX: FSWFX (5 years) vs IEYAX (20 years). IEYAX (1.50) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than IEYAX: FSWFX (250) vs IEYAX (1000). IEYAX annual gain was more profitable for investors over the last year : 28.49 vs. FSWFX (16.95). IEYAX return over 5 years is better than : 101.66 vs. FSWFX (-4.84).
| FSWFX | IEYAX | FSWFX / IEYAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.50 | 51% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 4.174 | 4.558 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 106M | 77,736% |
| Annual Yield % from dividends | 0.96 | 0.93 | 102% |
| Returns for 1 year | 16.95 | 28.49 | 59% |
| Returns for 3 years | 30.62 | 13.43 | 228% |
| Returns for 5 years | -4.84 | 101.66 | -5% |
| Returns for 10 years | N/A | 32.71 | - |
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