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FSWFX vs LIFEX
FSWFX vs LIFEX Comparison
Open Charts FSWFX vs LIFEX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Domini Sustainable Solutions Ins
Price$16.12
Change-$0.22 (-1.35%)
VolumeN/A
Net Assets35.85M
FSWFX vs LIFEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. LIFEX (35.8M). FSWFX pays higher dividends than LIFEX: FSWFX (0.87) vs LIFEX (0.11). 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 : 5.07 vs. LIFEX (-1.06).
| 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 | 3.538 | 1.300 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 35.8M | 210,894% |
| Annual Yield % from dividends | 0.87 | 0.11 | 758% |
| Returns for 1 year | 5.07 | -1.06 | -479% |
| Returns for 3 years | 31.20 | 31.86 | 98% |
| Returns for 5 years | N/A | 25.63 | - |
| Returns for 10 years | N/A | N/A | - |
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