Interact to see
Advertisement
Advertisement
FSWFX vs NAEFX
FSWFX vs NAEFX Comparison
Open Charts FSWFX vs NAEFX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
New Alternatives Investor
Price$77.29
Change-$1.58 (-2.00%)
VolumeN/A
Net Assets284.63M
FSWFX vs NAEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. NAEFX (285M). NAEFX pays higher dividends than FSWFX: NAEFX (1.37) vs FSWFX (0.81). FSWFX was incepted earlier than NAEFX: FSWFX (5 years) vs NAEFX (11 years). NAEFX (1.28) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. NAEFX (5.94). FSWFX has a lower initial minimum investment than NAEFX: FSWFX (250) vs NAEFX (3500). NAEFX annual gain was more profitable for investors over the last year : 26.87 vs. FSWFX (7.77). FSWFX return over 5 years is better than : 8.80 vs. NAEFX (-2.05).
| FSWFX | NAEFX | FSWFX / NAEFX | |
| Total Expense Ratio | 0.76 | 1.28 | 59% |
| Annual Report Gross Expense Ratio | 0.76 | 1.28 | 59% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 12.209 | 30.536 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 285M | 28,702% |
| Annual Yield % from dividends | 0.81 | 1.37 | 59% |
| Returns for 1 year | 7.77 | 26.87 | 29% |
| Returns for 3 years | 32.01 | 10.96 | 292% |
| Returns for 5 years | 8.80 | -2.05 | -429% |
| Returns for 10 years | N/A | 108.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers