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FSWFX vs IEYAX
FSWFX vs IEYAX Comparison
Open Charts FSWFX vs IEYAX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Nomura Climate Solutions A
Price$11.93
Change+$1.57 (+15.15%)
VolumeN/A
Net Assets111.75M
FSWFX vs IEYAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. IEYAX (112M). FSWFX pays higher dividends than IEYAX: FSWFX (0.92) vs IEYAX (0.86). 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 is a more actively managed with annual turnover of: 41.00 vs. IEYAX (20.00). 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 : 35.76 vs. FSWFX (13.61). IEYAX return over 5 years is better than : 123.07 vs. FSWFX (-6.11).
| 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 | 4.799 | 10.977 | 44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 112M | 73,571% |
| Annual Yield % from dividends | 0.92 | 0.86 | 107% |
| Returns for 1 year | 13.61 | 35.76 | 38% |
| Returns for 3 years | 25.43 | 22.76 | 112% |
| Returns for 5 years | -6.11 | 123.07 | -5% |
| Returns for 10 years | N/A | 37.57 | - |