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FSWFX vs SGSCX
FSWFX vs SGSCX Comparison
Open Charts FSWFX vs SGSCX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
DWS Global Small Cap S
Price$35.59
Change+$0.39 (+1.11%)
VolumeN/A
Net Assets171.62M
FSWFX vs SGSCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. SGSCX (172M). SGSCX pays higher dividends than FSWFX: SGSCX (1.23) vs FSWFX (0.80). FSWFX was incepted earlier than SGSCX: FSWFX (5 years) vs SGSCX (34 years). SGSCX (1.16) is less costly to investors than FSWFX (0.76). SGSCX (33.00) and FSWFX (32.00) have comparable annual turnover. FSWFX has a lower initial minimum investment than SGSCX: FSWFX (250) vs SGSCX (2500). FSWFX annual gain was more profitable for investors over the last year : 6.88 vs. SGSCX (2.84). SGSCX return over 5 years is better than : 5.26 vs. FSWFX (3.85).
| FSWFX | SGSCX | FSWFX / SGSCX | |
| Total Expense Ratio | 0.76 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.16 | 66% |
| Fund Existence | 5 years | 34 years | - |
| Gain YTD | 13.259 | 16.877 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 172M | 47,849% |
| Annual Yield % from dividends | 0.80 | 1.23 | 65% |
| Returns for 1 year | 6.88 | 2.84 | 243% |
| Returns for 3 years | 31.43 | 25.56 | 123% |
| Returns for 5 years | 3.85 | 5.26 | 73% |
| Returns for 10 years | N/A | -12.42 | - |
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