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FSWFX vs SMCWX
FSWFX vs SMCWX Comparison
Open Charts FSWFX vs SMCWX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
American Funds SMALLCAP World A
Price$74.05
Change-$1.36 (-1.80%)
VolumeN/A
Net Assets81.78B
FSWFX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX (81.8B) and SMCWX (81.8B) have equal amount of cash in the bank . FSWFX pays higher dividends than SMCWX: FSWFX (0.81) vs SMCWX (0.57). FSWFX was incepted earlier than SMCWX: FSWFX (5 years) vs SMCWX (36 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. SMCWX annual gain was more profitable for investors over the last year : 7.47 vs. FSWFX (6.86). SMCWX return over 5 years is better than : 7.35 vs. FSWFX (6.83).
| 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 | 36 years | - |
| Gain YTD | 10.182 | 11.939 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 81.8B | 100% |
| Annual Yield % from dividends | 0.81 | 0.57 | 143% |
| Returns for 1 year | 6.86 | 7.47 | 92% |
| Returns for 3 years | 31.03 | 30.90 | 100% |
| Returns for 5 years | 6.83 | 7.35 | 93% |
| Returns for 10 years | N/A | 65.65 | - |
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