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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
Nomura Climate Solutions I
Price$11.27
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets102.82M
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). 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 : 12.32 vs. FSWFX (6.90). IVEIX return over 5 years is better than : 122.59 vs. FSWFX (3.39).
| 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 | 13.747 | 21.444 | 64% |
| 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 | 6.90 | 12.32 | 56% |
| Returns for 3 years | 31.99 | 6.79 | 471% |
| Returns for 5 years | 3.39 | 122.59 | 3% |
| Returns for 10 years | N/A | 3.34 | - |
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