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FBOGX vs SCWFX
FBOGX vs SCWFX Comparison
Open Charts FBOGX vs SCWFX
Templeton Global Smaller Comp R6
Price$9.11
Change+$0.05 (+0.55%)
VolumeN/A
Net Assets771.47M
American Funds SMALLCAP World F1
Price$65.10
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
FBOGX vs SCWFX Comparison Chart
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FBOGX vs. SCWFX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBOGX is a Buy and SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 71.8B vs. FBOGX (771M). FBOGX pays higher dividends than SCWFX: FBOGX (1.60) vs SCWFX (0.58). FBOGX was incepted earlier than SCWFX: FBOGX (12 years) vs SCWFX (24 years). SCWFX (1.08) is less costly to investors than FBOGX (0.96). SCWFX is a more actively managed with annual turnover of: 32.00 vs. FBOGX (11.95). SCWFX has a lower initial minimum investment than FBOGX: SCWFX (250) vs FBOGX (1000000). SCWFX annual gain was more profitable for investors over the last year : -0.44 vs. FBOGX (-4.49). FBOGX (24.20) and SCWFX (23.80) have equivalent 5 years return.
| FBOGX | SCWFX | FBOGX / SCWFX | |
| Total Expense Ratio | 0.96 | 1.08 | 89% |
| Annual Report Gross Expense Ratio | 0.96 | 1.08 | 89% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -3.903 | -1.795 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 71.8B | 1% |
| Annual Yield % from dividends | 1.60 | 0.58 | 276% |
| Returns for 1 year | -4.49 | -0.44 | 1,012% |
| Returns for 3 years | 8.81 | 18.37 | 48% |
| Returns for 5 years | 24.20 | 23.80 | 102% |
| Returns for 10 years | 3.42 | 33.98 | 10% |
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