Interact to see
Advertisement
Advertisement
FSWFX vs LIFEX
FSWFX vs LIFEX Comparison
Open Charts FSWFX vs LIFEX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Domini Sustainable Solutions Ins
Price$17.82
Change-$0.36 (-1.98%)
VolumeN/A
Net Assets42.88M
FSWFX vs LIFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. LIFEX (42.9M). FSWFX pays higher dividends than LIFEX: FSWFX (0.81) vs LIFEX (0.15). FSWFX was incepted earlier than LIFEX: FSWFX (5 years) vs LIFEX (6 years). LIFEX (1.56) is less costly to investors than FSWFX (0.76). LIFEX is a more actively managed with annual turnover of: 45.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LIFEX: FSWFX (250) vs LIFEX (500000). LIFEX annual gain was more profitable for investors over the last year : 9.05 vs. FSWFX (6.86). FSWFX return over 5 years is better than : 6.83 vs. LIFEX (5.87).
| FSWFX | LIFEX | FSWFX / LIFEX | |
| Total Expense Ratio | 0.76 | 1.15 | 66% |
| Annual Report Gross Expense Ratio | 0.76 | 1.56 | 49% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 10.182 | 14.246 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 42.9M | 190,676% |
| Annual Yield % from dividends | 0.81 | 0.15 | 531% |
| Returns for 1 year | 6.86 | 9.05 | 76% |
| Returns for 3 years | 31.03 | 36.67 | 85% |
| Returns for 5 years | 6.83 | 5.87 | 116% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement