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FSWFX vs VVISX
FSWFX vs VVISX Comparison
Open Charts FSWFX vs VVISX
American Funds SMALLCAP World 529-F-2
Price$74.64
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets82.31B
Vulcan Value Partners Small Cap Instl
Price$12.81
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets115.22M
FSWFX vs VVISX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. VVISX (115M). VVISX pays higher dividends than FSWFX: VVISX (1.40) vs FSWFX (0.80). FSWFX was incepted earlier than VVISX: FSWFX (5 years) vs VVISX (7 years). VVISX (1.26) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than VVISX: FSWFX (250) vs VVISX (1000000). FSWFX annual gain was more profitable for investors over the last year : 9.16 vs. VVISX (6.66). FSWFX return over 5 years is better than : -4.44 vs. VVISX (-27.43).
| FSWFX | VVISX | FSWFX / VVISX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 10.433 | 7.286 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 115M | 71,565% |
| Annual Yield % from dividends | 0.80 | 1.40 | 57% |
| Returns for 1 year | 9.16 | 6.66 | 137% |
| Returns for 3 years | 35.43 | 28.31 | 125% |
| Returns for 5 years | -4.44 | -27.43 | 16% |
| Returns for 10 years | N/A | N/A | - |
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