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FSWFX vs IEYYX
FSWFX vs IEYYX Comparison
Open Charts FSWFX vs IEYYX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Nomura Climate Solutions Y
Price$12.23
Change+$1.61 (+15.16%)
VolumeN/A
Net Assets109.77M
FSWFX vs IEYYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. IEYYX (110M). FSWFX pays higher dividends than IEYYX: FSWFX (0.92) vs IEYYX (0.80). FSWFX was incepted earlier than IEYYX: FSWFX (5 years) vs IEYYX (20 years). IEYYX (1.50) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. IEYYX (20.00). IEYYX has a lower initial minimum investment than FSWFX: IEYYX (0) vs FSWFX (250). IEYYX annual gain was more profitable for investors over the last year : 35.72 vs. FSWFX (13.61). IEYYX return over 5 years is better than : 123.83 vs. FSWFX (-6.11).
| FSWFX | IEYYX | FSWFX / IEYYX | |
| 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 | 10.980 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 110M | 74,909% |
| Annual Yield % from dividends | 0.92 | 0.80 | 115% |
| Returns for 1 year | 13.61 | 35.72 | 38% |
| Returns for 3 years | 25.43 | 22.75 | 112% |
| Returns for 5 years | -6.11 | 123.83 | -5% |
| Returns for 10 years | N/A | 38.40 | - |
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