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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$74.64
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets82.31B
Nomura Climate Solutions I
Price$11.34
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets103.16M
FSWFX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. IVEIX (103M). IVEIX pays higher dividends than FSWFX: IVEIX (1.08) vs FSWFX (0.80). FSWFX was incepted earlier than IVEIX: FSWFX (5 years) vs IVEIX (19 years). IVEIX (1.25) is less costly to investors than FSWFX (0.76). IVEIX has a lower initial minimum investment than FSWFX: IVEIX (0) vs FSWFX (250). IVEIX annual gain was more profitable for investors over the last year : 21.28 vs. FSWFX (9.16). IVEIX return over 5 years is better than : 126.66 vs. FSWFX (-4.44).
| FSWFX | IVEIX | FSWFX / IVEIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 10.433 | 22.198 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 103M | 79,903% |
| Annual Yield % from dividends | 0.80 | 1.08 | 74% |
| Returns for 1 year | 9.16 | 21.28 | 43% |
| Returns for 3 years | 35.43 | 13.23 | 268% |
| Returns for 5 years | -4.44 | 126.66 | -4% |
| Returns for 10 years | N/A | 10.88 | - |
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