Interact to see
Advertisement
Advertisement
FSWFX vs RTXAX
FSWFX vs RTXAX Comparison
Open Charts FSWFX vs RTXAX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
Russell Inv Tax-Managed Real Assets A
Price$13.74
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets1.23B
FSWFX vs RTXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. RTXAX (1.23B). RTXAX pays higher dividends than FSWFX: RTXAX (1.80) vs FSWFX (0.80). FSWFX was incepted earlier than RTXAX: FSWFX (5 years) vs RTXAX (6 years). RTXAX (1.42) is less costly to investors than FSWFX (0.76). RTXAX is a more actively managed with annual turnover of: 42.00 vs. FSWFX (32.00). RTXAX has a lower initial minimum investment than FSWFX: RTXAX (0) vs FSWFX (250). RTXAX (6.92) and FSWFX (6.88) have marching annual gain over last year. RTXAX return over 5 years is better than : 36.68 vs. FSWFX (3.85).
| FSWFX | RTXAX | FSWFX / RTXAX | |
| Total Expense Ratio | 0.76 | 1.33 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.42 | 54% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 13.259 | 13.505 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 1.23B | 6,675% |
| Annual Yield % from dividends | 0.80 | 1.80 | 44% |
| Returns for 1 year | 6.88 | 6.92 | 99% |
| Returns for 3 years | 31.43 | 15.97 | 197% |
| Returns for 5 years | 3.85 | 36.68 | 10% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DUSL | 71.69 | 2.04 | +2.93% |
| Direxion Dly Industrials Bull 3X ShsETF | |||
| XSVN | 48.32 | 0.04 | +0.09% |
| BondBloxx Bloomberg SevenYrTrgDurUSTrETF | |||
| BCLO | 49.67 | -0.03 | -0.05% |
| iShares BBB-B CLO Active ETF | |||
| RSPH | 31.79 | -0.11 | -0.34% |
| Invesco S&P 500® Equal Wt Hlth Care ETF | |||
| GDX | 81.58 | -1.24 | -1.50% |
| VanEck Gold Miners ETF | |||