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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$74.15
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
FSWFX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. OBGIX (63.1M). FSWFX pays higher dividends than OBGIX: FSWFX (0.85) vs OBGIX (0.00). FSWFX was incepted earlier than OBGIX: FSWFX (5 years) vs OBGIX (8 years). OBGIX (1.23) is less costly to investors than FSWFX (0.76). OBGIX is a more actively managed with annual turnover of: 103.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OBGIX: FSWFX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 15.98 vs. FSWFX (10.12).
| FSWFX | OBGIX | FSWFX / OBGIX | |
| Total Expense Ratio | 0.76 | 1.23 | 62% |
| Annual Report Gross Expense Ratio | 0.76 | 1.23 | 62% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.708 | 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 | 0.85 | 0.00 | - |
| Returns for 1 year | 10.12 | 15.98 | 63% |
| Returns for 3 years | 33.81 | 35.86 | 94% |
| Returns for 5 years | N/A | 13.55 | - |
| Returns for 10 years | N/A | N/A | - |
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