Interact to see
Advertisement
Advertisement
FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
Nomura Climate Solutions R
Price$10.57
Change+$0.08 (+0.76%)
VolumeN/A
Net Assets102.82M
FSWFX vs IYEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. IYEFX (103M). FSWFX (0.80) and IYEFX (0.78) have matching dividends . 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: 32.00 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 : 11.80 vs. FSWFX (6.90). IYEFX return over 5 years is better than : 119.92 vs. FSWFX (3.39).
| 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 | 13.747 | 20.938 | 66% |
| 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 | 0.78 | 102% |
| Returns for 1 year | 6.90 | 11.80 | 58% |
| Returns for 3 years | 31.99 | 7.12 | 449% |
| Returns for 5 years | 3.39 | 119.92 | 3% |
| Returns for 10 years | N/A | -0.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MEMX | 36.83 | 0.32 | +0.89% |
| Matthews Emerging Markets Ex Chn Act ETF | |||
| PNI | 6.90 | 0.02 | +0.29% |
| PIMCO NEW YORK Municipal Income FUND II | |||
| MAYP | 30.65 | 0.06 | +0.21% |
| PGIM S&P 500 Buffer 12 ETF - May | |||
| GLDM | 83.27 | -0.05 | -0.06% |
| SPDR® Gold MiniShares | |||
| PNQI | 54.27 | -0.10 | -0.19% |
| Invesco NASDAQ Internet ETF | |||