Interact to see
Advertisement
Advertisement
FSWFX vs SMCWX
FSWFX vs SMCWX Comparison
Open Charts FSWFX vs SMCWX
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets81.4B
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
FSWFX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX (81.4B) and SMCWX (81.4B) have equal amount of cash in the bank . FSWFX pays higher dividends than SMCWX: FSWFX (0.82) vs SMCWX (0.57). FSWFX was incepted earlier than SMCWX: FSWFX (5 years) vs SMCWX (35 years). SMCWX (1.04) is less costly to investors than FSWFX (0.76). FSWFX (32.00) and SMCWX (32.00) have comparable annual turnover. FSWFX (250) and SMCWX (250) have matching initial minimum investment requirements. FSWFX (12.63) and SMCWX (12.34) have marching annual gain over last year.
| FSWFX | SMCWX | FSWFX / SMCWX | |
| Total Expense Ratio | 0.76 | 1.04 | 73% |
| Annual Report Gross Expense Ratio | 0.76 | 1.04 | 73% |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 11.898 | 11.687 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 81.4B | 100% |
| Annual Yield % from dividends | 0.82 | 0.57 | 144% |
| Returns for 1 year | 12.63 | 12.34 | 102% |
| Returns for 3 years | 37.97 | 36.82 | 103% |
| Returns for 5 years | N/A | 17.91 | - |
| Returns for 10 years | N/A | 61.84 | - |
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 % |
| VPV | 10.10 | 0.07 | +0.65% |
| Invesco Pennsylvania Value Municipal Income Trust | |||
| TYG | 42.71 | -0.05 | -0.12% |
| Tortoise Energy Infrastructure Corp | |||
| DYNF | 57.44 | -0.33 | -0.57% |
| iShares U.S. Equity Fac Rotation Act ETF | |||
| QULL | 51.54 | -0.67 | -1.28% |
| ETRACS 2x Lvrgd MSCI US Qlty Fctr TR ETN | |||
| RBLU | 86.04 | -3.01 | -3.38% |
| T-Rex 2X Long RBLX Daily Target ETF | |||