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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$74.97
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.75B
Macquarie Climate Solutions R
Price$9.96
Change+$0.12 (+1.22%)
VolumeN/A
Net Assets100.85M
FSWFX vs IYEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.8B vs. IYEFX (101M). IYEFX pays higher dividends than FSWFX: IYEFX (0.87) vs FSWFX (0.82). FSWFX was incepted earlier than IYEFX: FSWFX (5 years) vs IYEFX (13 years). IYEFX (1.68) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than FSWFX: IYEFX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 6.06 vs. IYEFX (1.52).
| FSWFX | IYEFX | FSWFX / IYEFX | |
| Total Expense Ratio | 0.76 | 1.49 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.68 | 45% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 10.921 | 13.959 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 101M | 80,000% |
| Annual Yield % from dividends | 0.82 | 0.87 | 95% |
| Returns for 1 year | 6.06 | 1.52 | 399% |
| Returns for 3 years | 46.65 | 17.56 | 266% |
| Returns for 5 years | N/A | 195.15 | - |
| Returns for 10 years | N/A | -0.43 | - |
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