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FSWFX vs LIFEX
FSWFX vs LIFEX Comparison
Open Charts FSWFX vs LIFEX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Domini Sustainable Solutions Ins
Price$16.70
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets37.51M
FSWFX vs LIFEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. LIFEX (37.5M). 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 : 10.12 vs. LIFEX (5.67).
| 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 | 9.708 | 4.945 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 37.5M | 212,800% |
| Annual Yield % from dividends | 0.85 | 0.17 | 510% |
| Returns for 1 year | 10.12 | 5.67 | 178% |
| Returns for 3 years | 33.81 | 28.33 | 119% |
| Returns for 5 years | N/A | 12.06 | - |
| Returns for 10 years | N/A | N/A | - |
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