Interact to see
Advertisement
Advertisement
FSWFX vs KGDAX
FSWFX vs KGDAX Comparison
Open Charts FSWFX vs KGDAX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
DWS Global Small Cap A
Price$27.68
Change-$0.44 (-1.56%)
VolumeN/A
Net Assets157.64M
FSWFX vs KGDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.7B vs. KGDAX (158M). KGDAX pays higher dividends than FSWFX: KGDAX (1.18) vs FSWFX (0.87). FSWFX was incepted earlier than KGDAX: FSWFX (5 years) vs KGDAX (27 years). KGDAX (1.51) is less costly to investors than FSWFX (0.76). KGDAX (33.00) and FSWFX (32.00) have comparable annual turnover. FSWFX has a lower initial minimum investment than KGDAX: FSWFX (250) vs KGDAX (1000). FSWFX annual gain was more profitable for investors over the last year : 5.03 vs. KGDAX (1.44).
| FSWFX | KGDAX | FSWFX / KGDAX | |
| Total Expense Ratio | 0.76 | 1.36 | 56% |
| Annual Report Gross Expense Ratio | 0.76 | 1.51 | 50% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 3.505 | 1.615 | 217% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7B | 158M | 48,544% |
| Annual Yield % from dividends | 0.87 | 1.18 | 73% |
| Returns for 1 year | 5.03 | 1.44 | 350% |
| Returns for 3 years | 31.16 | 15.01 | 208% |
| Returns for 5 years | N/A | 12.69 | - |
| Returns for 10 years | N/A | -33.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement