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FSWFX vs VVPSX
FSWFX vs VVPSX Comparison
Open Charts FSWFX vs VVPSX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Vulcan Value Partners Small Cap
Price$11.60
Change-$0.28 (-2.36%)
VolumeN/A
Net Assets123.17M
FSWFX vs VVPSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. VVPSX (123M). VVPSX pays higher dividends than FSWFX: VVPSX (1.18) vs FSWFX (0.87). FSWFX was incepted earlier than VVPSX: FSWFX (5 years) vs VVPSX (15 years). VVPSX (1.27) is less costly to investors than FSWFX (0.76). VVPSX (33.00) and FSWFX (32.00) have comparable annual turnover. FSWFX has a lower initial minimum investment than VVPSX: FSWFX (250) vs VVPSX (5000). FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. VVPSX (-3.32).
| FSWFX | VVPSX | FSWFX / VVPSX | |
| Total Expense Ratio | 0.76 | 1.25 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.27 | 60% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 3.538 | -1.861 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 123M | 61,382% |
| Annual Yield % from dividends | 0.87 | 1.18 | 73% |
| Returns for 1 year | 5.07 | -3.32 | -153% |
| Returns for 3 years | 31.20 | -7.74 | -403% |
| Returns for 5 years | N/A | -9.15 | - |
| Returns for 10 years | N/A | -36.09 | - |
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