FSWFX
Price
$73.50
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
IEYYX
Price
$9.69
Change
+$0.08 (+0.83%)
Updated
Jul 3 closing price
Net Assets
100.02M
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FSWFX vs IEYYX

Header iconFSWFX vs IEYYX Comparison
Open Charts FSWFX vs IEYYXBanner chart's image
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Macquarie Climate Solutions Y
Price$9.69
Change+$0.08 (+0.83%)
VolumeN/A
Net Assets100.02M
FSWFX vs IEYYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. IEYYX (100M). IEYYX (0.87) and FSWFX (0.85) have matching dividends . FSWFX was incepted earlier than IEYYX: FSWFX (5 years) vs IEYYX (19 years). IEYYX (1.43) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IEYYX (13.00). IEYYX has a lower initial minimum investment than FSWFX: IEYYX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 10.68 vs. IEYYX (1.92).
FSWFXIEYYXFSWFX / IEYYX
Total Expense Ratio0.761.2461%
Annual Report Gross Expense Ratio0.761.4353%
Fund Existence5 years19 years-
Gain YTD8.7466.836128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets79.1B100M79,100%
Annual Yield % from dividends0.850.8797%
Returns for 1 year10.681.92557%
Returns for 3 years36.186.58550%
Returns for 5 yearsN/A138.10-
Returns for 10 yearsN/A-23.22-
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