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$77.46
Change-$0.95 (-1.21%)
VolumeN/A
Net Assets82.31B
Domini Sustainable Solutions Ins
Price$18.25
Change-$0.30 (-1.62%)
VolumeN/A
Net Assets43.93M
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: 82.3B vs. LIFEX (43.9M). FSWFX pays higher dividends than LIFEX: FSWFX (0.80) vs LIFEX (0.15). FSWFX was incepted earlier than LIFEX: FSWFX (5 years) vs LIFEX (6 years). LIFEX (1.51) is less costly to investors than FSWFX (0.76). 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 : 10.14 vs. FSWFX (9.32). FSWFX return over 5 years is better than : 4.09 vs. LIFEX (-2.28).
| FSWFX | LIFEX | FSWFX / LIFEX | |
| Total Expense Ratio | 0.76 | 1.05 | 72% |
| Annual Report Gross Expense Ratio | 0.76 | 1.51 | 50% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 16.011 | 16.571 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 43.9M | 187,472% |
| Annual Yield % from dividends | 0.80 | 0.15 | 525% |
| Returns for 1 year | 9.32 | 10.14 | 92% |
| Returns for 3 years | 37.49 | 38.93 | 96% |
| Returns for 5 years | 4.09 | -2.28 | -179% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement