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FSWFX vs NAEFX
FSWFX vs NAEFX Comparison
Open Charts FSWFX vs NAEFX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
New Alternatives Investor
Price$81.16
Change+$4.16 (+5.40%)
VolumeN/A
Net Assets286.73M
FSWFX vs NAEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. NAEFX (287M). FSWFX (0.92) and NAEFX (0.89) have matching dividends . 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: 41.00 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 : 40.73 vs. FSWFX (13.61). FSWFX return over 5 years is better than : -6.11 vs. NAEFX (-12.66).
| 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 | 4.799 | 6.078 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3500 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 287M | 28,711% |
| Annual Yield % from dividends | 0.92 | 0.89 | 104% |
| Returns for 1 year | 13.61 | 40.73 | 33% |
| Returns for 3 years | 25.43 | 14.81 | 172% |
| Returns for 5 years | -6.11 | -12.66 | 48% |
| Returns for 10 years | N/A | 113.92 | - |
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