Interact to see
Advertisement
Advertisement
FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Oberweis Global Opportunities Instl
Price$33.22
Change+$0.29 (+0.88%)
VolumeN/A
Net Assets62.64M
FSWFX vs OBGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. OBGIX (62.6M). 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 : 13.96 vs. FSWFX (10.68).
| 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 | 8.746 | 9.420 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 62.6M | 126,358% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 10.68 | 13.96 | 77% |
| Returns for 3 years | 36.18 | 42.82 | 84% |
| Returns for 5 years | N/A | 15.11 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement