Interact to see
Advertisement
Advertisement
FSWFX vs SMCFX
FSWFX vs SMCFX Comparison
Open Charts FSWFX vs SMCFX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets75.47B
FSWFX vs SMCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX (75.5B) and SMCFX (75.5B) have equal amount of cash in the bank . FSWFX (0.87) and SMCFX (0.84) have matching dividends . FSWFX was incepted earlier than SMCFX: FSWFX (5 years) vs SMCFX (17 years). FSWFX (0.76) and SMCFX (0.76) have similar cost to investors . FSWFX (32.00) and SMCFX (32.00) have comparable annual turnover. FSWFX (250) and SMCFX (250) have matching initial minimum investment requirements. SMCFX (5.08) and FSWFX (5.07) have marching annual gain over last year.
| FSWFX | SMCFX | FSWFX / SMCFX | |
| Total Expense Ratio | 0.76 | 0.76 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 3.538 | 3.540 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 75.5B | 100% |
| Annual Yield % from dividends | 0.87 | 0.84 | 102% |
| Returns for 1 year | 5.07 | 5.08 | 100% |
| Returns for 3 years | 31.20 | 30.92 | 101% |
| Returns for 5 years | N/A | 23.80 | - |
| Returns for 10 years | N/A | 42.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement