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FSWFX vs IVEIX
FSWFX vs IVEIX Comparison
Open Charts FSWFX vs IVEIX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Macquarie Climate Solutions I
Price$9.69
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets98.65M
FSWFX vs IVEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. IVEIX (98.6M). IVEIX pays higher dividends than FSWFX: IVEIX (1.31) vs FSWFX (0.87). FSWFX was incepted earlier than IVEIX: FSWFX (5 years) vs IVEIX (18 years). IVEIX (1.18) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IVEIX (13.00). IVEIX has a lower initial minimum investment than FSWFX: IVEIX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. IVEIX (-1.29).
| FSWFX | IVEIX | FSWFX / IVEIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.18 | 64% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 3.538 | 4.418 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 98.6M | 76,572% |
| Annual Yield % from dividends | 0.87 | 1.31 | 66% |
| Returns for 1 year | 5.07 | -1.29 | -393% |
| Returns for 3 years | 31.20 | -7.34 | -425% |
| Returns for 5 years | N/A | 124.77 | - |
| Returns for 10 years | N/A | -29.19 | - |
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