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FSWFX vs LIFEX
FSWFX vs LIFEX Comparison
Open Charts FSWFX vs LIFEX
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
Domini Sustainable Solutions Ins
Price$16.68
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets39.18M
FSWFX vs LIFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. LIFEX (39.2M). FSWFX pays higher dividends than LIFEX: FSWFX (0.85) vs LIFEX (0.17). FSWFX was incepted earlier than LIFEX: FSWFX (5 years) vs LIFEX (5 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). FSWFX annual gain was more profitable for investors over the last year : 10.54 vs. LIFEX (3.20).
| 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 | 5 years | - |
| Gain YTD | 9.856 | 4.820 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 39.2M | 204,847% |
| Annual Yield % from dividends | 0.85 | 0.17 | 504% |
| Returns for 1 year | 10.54 | 3.20 | 329% |
| Returns for 3 years | 22.73 | 17.96 | 127% |
| Returns for 5 years | N/A | 6.45 | - |
| Returns for 10 years | N/A | N/A | - |
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