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FSWFX vs RTXMX
FSWFX vs RTXMX Comparison
Open Charts FSWFX vs RTXMX
American Funds SMALLCAP World 529-F-2
Price$77.17
Change+$0.09 (+0.12%)
VolumeN/A
Net Assets82.43B
Russell Inv Tax-Managed Real Assets M
Price$14.48
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets1.35B
FSWFX vs RTXMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. RTXMX (1.35B). RTXMX pays higher dividends than FSWFX: RTXMX (3.00) vs FSWFX (0.92). FSWFX was incepted earlier than RTXMX: FSWFX (5 years) vs RTXMX (7 years). RTXMX (1.17) is less costly to investors than FSWFX (0.76). RTXMX (42.00) and FSWFX (41.00) have comparable annual turnover. RTXMX has a lower initial minimum investment than FSWFX: RTXMX (0) vs FSWFX (250). RTXMX annual gain was more profitable for investors over the last year : 21.26 vs. FSWFX (12.51). RTXMX return over 5 years is better than : 40.41 vs. FSWFX (-7.13).
| FSWFX | RTXMX | FSWFX / RTXMX | |
| Total Expense Ratio | 0.76 | 0.98 | 78% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 4.922 | 8.383 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 1.35B | 6,122% |
| Annual Yield % from dividends | 0.92 | 3.00 | 31% |
| Returns for 1 year | 12.51 | 21.26 | 59% |
| Returns for 3 years | 25.58 | 26.36 | 97% |
| Returns for 5 years | -7.13 | 40.41 | -18% |
| Returns for 10 years | N/A | N/A | - |
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