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FSFWX vs OBGIX
FSFWX vs OBGIX Comparison
Open Charts FSFWX vs OBGIX
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Oberweis Global Opportunities Instl
Price$33.68
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets63.09M
FSFWX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. OBGIX (63.1M). FSFWX pays higher dividends than OBGIX: FSFWX (0.92) vs OBGIX (0.00). FSFWX was incepted earlier than OBGIX: FSFWX (5 years) vs OBGIX (8 years). OBGIX (1.23) is less costly to investors than FSFWX (0.71). OBGIX is a more actively managed with annual turnover of: 103.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than OBGIX: FSFWX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 15.98 vs. FSFWX (10.18).
| FSFWX | OBGIX | FSFWX / OBGIX | |
| Total Expense Ratio | 0.71 | 1.23 | 58% |
| Annual Report Gross Expense Ratio | 0.71 | 1.23 | 58% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.758 | 10.935 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 63.1M | 126,466% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 10.18 | 15.98 | 64% |
| Returns for 3 years | 33.99 | 35.86 | 95% |
| Returns for 5 years | N/A | 13.55 | - |
| Returns for 10 years | N/A | N/A | - |
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