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FSWFX vs IYEFX
FSWFX vs IYEFX Comparison
Open Charts FSWFX vs IYEFX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Macquarie Climate Solutions R
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets98.65M
FSWFX vs IYEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. IYEFX (98.6M). IYEFX pays higher dividends than FSWFX: IYEFX (0.94) vs FSWFX (0.87). 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 (13.00). 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 : 5.07 vs. IYEFX (-1.69).
| 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 | 3.538 | 4.233 | 84% |
| 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 | 0.94 | 92% |
| Returns for 1 year | 5.07 | -1.69 | -301% |
| Returns for 3 years | 31.20 | -7.04 | -443% |
| Returns for 5 years | N/A | 122.21 | - |
| Returns for 10 years | N/A | -32.04 | - |
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