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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Macquarie Climate Solutions I
Price$11.10
Change-$0.15 (-1.33%)
VolumeN/A
Net Assets102.32M
FSWFX vs IVEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. IVEIX (102M). IVEIX pays higher dividends than FSWFX: IVEIX (1.12) vs FSWFX (0.81). 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). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (20.00). 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 : 14.34 vs. FSWFX (6.86). IVEIX return over 5 years is better than : 165.38 vs. FSWFX (6.83).
| 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 | 10.182 | 19.612 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 102M | 80,196% |
| Annual Yield % from dividends | 0.81 | 1.12 | 72% |
| Returns for 1 year | 6.86 | 14.34 | 48% |
| Returns for 3 years | 31.03 | 6.24 | 497% |
| Returns for 5 years | 6.83 | 165.38 | 4% |
| Returns for 10 years | N/A | -4.26 | - |
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