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FSWFX vs NALFX
FSWFX vs NALFX Comparison
Open Charts FSWFX vs NALFX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
FSWFX vs NALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. NALFX (282M). NALFX pays higher dividends than FSWFX: NALFX (1.11) vs FSWFX (0.92). 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: 41.00 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 : 41.09 vs. FSWFX (13.61). FSWFX return over 5 years is better than : -6.11 vs. NALFX (-11.51).
| 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 | 4.799 | 6.103 | 79% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 282M | 29,220% |
| Annual Yield % from dividends | 0.92 | 1.11 | 83% |
| Returns for 1 year | 13.61 | 41.09 | 33% |
| Returns for 3 years | 25.43 | 15.69 | 162% |
| Returns for 5 years | -6.11 | -11.51 | 53% |
| Returns for 10 years | N/A | 119.23 | - |
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