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FSWFX vs NALFX
FSWFX vs NALFX Comparison
Open Charts FSWFX vs NALFX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
FSWFX vs NALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. NALFX (285M). NALFX pays higher dividends than FSWFX: NALFX (1.59) vs FSWFX (0.81). FSWFX was incepted earlier than NALFX: FSWFX (5 years) vs NALFX (43 years). NALFX (1.03) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. NALFX (5.94). FSWFX has a lower initial minimum investment than NALFX: FSWFX (250) vs NALFX (2500). NALFX annual gain was more profitable for investors over the last year : 24.38 vs. FSWFX (6.86). FSWFX return over 5 years is better than : 6.83 vs. NALFX (-2.81).
| FSWFX | NALFX | FSWFX / NALFX | |
| Total Expense Ratio | 0.76 | 1.03 | 74% |
| Annual Report Gross Expense Ratio | 0.76 | 1.03 | 74% |
| Fund Existence | 5 years | 43 years | - |
| Gain YTD | 10.182 | 28.214 | 36% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 285M | 28,702% |
| Annual Yield % from dividends | 0.81 | 1.59 | 51% |
| Returns for 1 year | 6.86 | 24.38 | 28% |
| Returns for 3 years | 31.03 | 10.60 | 293% |
| Returns for 5 years | 6.83 | -2.81 | -243% |
| Returns for 10 years | N/A | 105.97 | - |
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