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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$61.56
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.69B
Oberweis Global Opportunities Instl
Price$27.46
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets52.92M
FSWFX vs OBGIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 66.7B vs. OBGIX (52.9M). FSWFX pays higher dividends than OBGIX: FSWFX (0.94) vs OBGIX (0.00). FSWFX was incepted earlier than OBGIX: FSWFX (4 years) vs OBGIX (8 years). OBGIX (1.25) is less costly to investors than FSWFX (0.76). OBGIX is a more actively managed with annual turnover of: 95.00 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 : 1.82 vs. FSWFX (-3.74).
| FSWFX | OBGIX | FSWFX / OBGIX | |
| Total Expense Ratio | 0.76 | 1.25 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | -8.948 | -9.552 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.7B | 52.9M | 126,087% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -3.74 | 1.82 | -206% |
| Returns for 3 years | -3.50 | 1.22 | -287% |
| Returns for 5 years | N/A | 19.97 | - |
| Returns for 10 years | N/A | N/A | - |
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