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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Nomura Climate Solutions R
Price$11.77
Change+$1.56 (+15.28%)
VolumeN/A
Net Assets111.75M
FSWFX vs IYEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. IYEFX (112M). FSWFX pays higher dividends than IYEFX: FSWFX (0.92) vs IYEFX (0.69). FSWFX was incepted earlier than IYEFX: FSWFX (5 years) vs IYEFX (13 years). IYEFX (1.75) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. IYEFX (20.00). IYEFX has a lower initial minimum investment than FSWFX: IYEFX (0) vs FSWFX (250). IYEFX annual gain was more profitable for investors over the last year : 35.53 vs. FSWFX (13.61). IYEFX return over 5 years is better than : 123.63 vs. FSWFX (-6.11).
| FSWFX | IYEFX | FSWFX / IYEFX | |
| Total Expense Ratio | 0.76 | 1.49 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.75 | 43% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 4.799 | 10.933 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 112M | 73,571% |
| Annual Yield % from dividends | 0.92 | 0.69 | 133% |
| Returns for 1 year | 13.61 | 35.53 | 38% |
| Returns for 3 years | 25.43 | 21.86 | 116% |
| Returns for 5 years | -6.11 | 123.63 | -5% |
| Returns for 10 years | N/A | 36.00 | - |
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