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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$76.65
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
Nomura Climate Solutions I
Price$11.93
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets106.72M
FSWFX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. IVEIX (107M). IVEIX pays higher dividends than FSWFX: IVEIX (1.04) vs FSWFX (0.96). 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 : 29.48 vs. FSWFX (15.91). IVEIX return over 5 years is better than : 115.71 vs. FSWFX (-3.44).
| 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 | 4.215 | 5.762 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 107M | 77,009% |
| Annual Yield % from dividends | 0.96 | 1.04 | 92% |
| Returns for 1 year | 15.91 | 29.48 | 54% |
| Returns for 3 years | 30.67 | 15.59 | 197% |
| Returns for 5 years | -3.44 | 115.71 | -3% |
| Returns for 10 years | N/A | 38.19 | - |
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