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FSWFX vs NALFX
FSWFX vs NALFX Comparison
Open Charts FSWFX vs NALFX
American Funds SMALLCAP World 529-F-2
Price$74.64
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets82.31B
FSWFX vs NALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. NALFX (272M). NALFX pays higher dividends than FSWFX: NALFX (1.59) vs FSWFX (0.80). 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 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 : 25.64 vs. FSWFX (9.16). FSWFX return over 5 years is better than : -4.44 vs. NALFX (-14.01).
| 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 | 10.433 | 26.961 | 39% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 272M | 30,257% |
| Annual Yield % from dividends | 0.80 | 1.59 | 50% |
| Returns for 1 year | 9.16 | 25.64 | 36% |
| Returns for 3 years | 35.43 | 10.77 | 329% |
| Returns for 5 years | -4.44 | -14.01 | 32% |
| Returns for 10 years | N/A | 93.30 | - |
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