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FSWFX vs LLGLX
FSWFX vs LLGLX Comparison
Open Charts FSWFX vs LLGLX
American Funds SMALLCAP World 529-F-2
Price$74.97
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.43B
Longleaf Partners Global
Price$14.55
Change+$0.14 (+0.97%)
VolumeN/A
Net Assets254.15M
FSWFX vs LLGLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.4B vs. LLGLX (254M). LLGLX pays higher dividends than FSWFX: LLGLX (2.80) vs FSWFX (0.82). FSWFX was incepted earlier than LLGLX: FSWFX (5 years) vs LLGLX (13 years). LLGLX (1.29) is less costly to investors than FSWFX (0.76). LLGLX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LLGLX: FSWFX (250) vs LLGLX (10000). FSWFX annual gain was more profitable for investors over the last year : 6.06 vs. LLGLX (3.59).
| FSWFX | LLGLX | FSWFX / LLGLX | |
| Total Expense Ratio | 0.76 | 1.05 | 72% |
| Annual Report Gross Expense Ratio | 0.76 | 1.29 | 59% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 10.921 | 10.646 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.4B | 254M | 31,654% |
| Annual Yield % from dividends | 0.82 | 2.80 | 29% |
| Returns for 1 year | 6.06 | 3.59 | 169% |
| Returns for 3 years | 46.65 | 62.72 | 74% |
| Returns for 5 years | N/A | 30.94 | - |
| Returns for 10 years | N/A | 70.16 | - |
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