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FSWFX vs OBEGX
FSWFX vs OBEGX Comparison
Open Charts FSWFX vs OBEGX
American Funds SMALLCAP World 529-F-2
Price$60.99
Change-$0.72 (-1.17%)
VolumeN/A
Net Assets66.88B
Oberweis Global Opportunities Investor
Price$26.69
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets53.49M
FSWFX vs OBEGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.9B vs. OBEGX (53.5M). FSWFX pays higher dividends than OBEGX: FSWFX (0.94) vs OBEGX (0.00). FSWFX was incepted earlier than OBEGX: FSWFX (4 years) vs OBEGX (38 years). OBEGX (1.51) is less costly to investors than FSWFX (0.76). OBEGX is a more actively managed with annual turnover of: 95.00 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 : 2.12 vs. FSWFX (-5.17).
| FSWFX | OBEGX | FSWFX / OBEGX | |
| Total Expense Ratio | 0.76 | 1.51 | 50% |
| Annual Report Gross Expense Ratio | 0.76 | 1.51 | 50% |
| Fund Existence | 4 years | 38 years | - |
| Gain YTD | -9.791 | -8.904 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9B | 53.5M | 125,047% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -5.17 | 2.12 | -244% |
| Returns for 3 years | -5.28 | 0.71 | -745% |
| Returns for 5 years | N/A | 18.88 | - |
| Returns for 10 years | N/A | -7.44 | - |
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