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FSWFX vs NIAGX
FSWFX vs NIAGX Comparison
Open Charts FSWFX vs NIAGX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
FSWFX vs NIAGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.7B vs. NIAGX (82.9M). FSWFX pays higher dividends than NIAGX: FSWFX (0.87) vs NIAGX (0.54). FSWFX was incepted earlier than NIAGX: FSWFX (5 years) vs NIAGX (3 years). NIAGX (1.46) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. NIAGX (17.00). FSWFX has a lower initial minimum investment than NIAGX: FSWFX (250) vs NIAGX (1000). NIAGX annual gain was more profitable for investors over the last year : 14.12 vs. FSWFX (5.03).
| FSWFX | NIAGX | FSWFX / NIAGX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.46 | 52% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 3.505 | 9.539 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7B | 82.9M | 92,521% |
| Annual Yield % from dividends | 0.87 | 0.54 | 160% |
| Returns for 1 year | 5.03 | 14.12 | 36% |
| Returns for 3 years | 31.16 | 39.62 | 79% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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