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FSWFX vs TAVZX
FSWFX vs TAVZX Comparison
Open Charts FSWFX vs TAVZX
American Funds SMALLCAP World 529-F-2
Price$75.06
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
FSWFX vs TAVZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.1B vs. TAVZX (814M). TAVZX pays higher dividends than FSWFX: TAVZX (2.16) vs FSWFX (0.82). FSWFX was incepted earlier than TAVZX: FSWFX (5 years) vs TAVZX (8 years). TAVZX (1.13) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. TAVZX (18.00). FSWFX has a lower initial minimum investment than TAVZX: FSWFX (250) vs TAVZX (25000). TAVZX annual gain was more profitable for investors over the last year : 7.47 vs. FSWFX (6.69).
| FSWFX | TAVZX | FSWFX / TAVZX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.13 | 67% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 11.055 | 22.831 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.1B | 814M | 9,963% |
| Annual Yield % from dividends | 0.82 | 2.16 | 38% |
| Returns for 1 year | 6.69 | 7.47 | 90% |
| Returns for 3 years | 42.11 | 49.50 | 85% |
| Returns for 5 years | N/A | 138.24 | - |
| Returns for 10 years | N/A | N/A | - |
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