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FSWFX vs OBEGX
FSWFX vs OBEGX Comparison
Open Charts FSWFX vs OBEGX
American Funds SMALLCAP World 529-F-2
Price$67.93
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
Oberweis Global Opportunities Investor
Price$29.85
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets58.96M
FSWFX vs OBEGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 73.3B vs. OBEGX (59M). FSWFX pays higher dividends than OBEGX: FSWFX (0.92) vs OBEGX (0.00). FSWFX was incepted earlier than OBEGX: FSWFX (5 years) vs OBEGX (38 years). OBEGX (1.48) is less costly to investors than FSWFX (0.76). OBEGX is a more actively managed with annual turnover of: 103.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OBEGX: FSWFX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 7.31 vs. FSWFX (1.28).
| FSWFX | OBEGX | FSWFX / OBEGX | |
| Total Expense Ratio | 0.76 | 1.48 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.48 | 51% |
| Fund Existence | 5 years | 38 years | - |
| Gain YTD | 0.473 | 2.024 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.3B | 59M | 124,237% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 1.28 | 7.31 | 17% |
| Returns for 3 years | 17.82 | 25.62 | 70% |
| Returns for 5 years | N/A | 15.50 | - |
| Returns for 10 years | N/A | 1.37 | - |
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