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$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
DWS Global Small Cap A
Price$29.27
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets163.34M
FSWFX vs KGDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. KGDAX (163M). KGDAX pays higher dividends than FSWFX: KGDAX (1.12) vs FSWFX (0.85). 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 : 10.68 vs. KGDAX (7.19).
| 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 | 8.746 | 7.452 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 163M | 48,528% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | 10.68 | 7.19 | 149% |
| Returns for 3 years | 36.18 | 22.16 | 163% |
| Returns for 5 years | N/A | 16.92 | - |
| Returns for 10 years | N/A | -27.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers