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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$74.59
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
Nomura Climate Solutions R
Price$10.67
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets103.26M
FSWFX vs IYEFX Comparison Chart in %
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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). 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 : 21.25 vs. FSWFX (8.77). IYEFX return over 5 years is better than : 124.81 vs. FSWFX (-4.51).
| 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 | 10.359 | 22.082 | 47% |
| 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 | 8.77 | 21.25 | 41% |
| Returns for 3 years | 35.75 | 11.53 | 310% |
| Returns for 5 years | -4.51 | 124.81 | -4% |
| Returns for 10 years | N/A | 8.38 | - |
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