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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
Oberweis Global Opportunities Instl
Price$29.62
Change-$0.20 (-0.67%)
VolumeN/A
Net Assets56.38M
FSWFX vs OBGIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. OBGIX (56.4M). FSWFX pays higher dividends than OBGIX: FSWFX (0.92) vs OBGIX (0.00). FSWFX was incepted earlier than OBGIX: FSWFX (5 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: 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 : 4.00 vs. FSWFX (-0.13).
| FSWFX | OBGIX | FSWFX / OBGIX | |
| Total Expense Ratio | 0.76 | 1.25 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.25 | 61% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | -1.686 | -2.437 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 56.4M | 127,305% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -0.13 | 4.00 | -3% |
| Returns for 3 years | 19.51 | 24.40 | 80% |
| Returns for 5 years | N/A | 18.10 | - |
| Returns for 10 years | N/A | N/A | - |
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