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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
Oberweis Global Opportunities Instl
Price$34.89
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets65.19M
FSWFX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. OBGIX (65.2M). 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 : 14.13 vs. FSWFX (10.54).
| 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 | 9.856 | 14.427 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 65.2M | 123,160% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 10.54 | 14.13 | 75% |
| Returns for 3 years | 22.73 | 26.24 | 87% |
| Returns for 5 years | N/A | 14.31 | - |
| Returns for 10 years | N/A | N/A | - |
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