Ad is loading...
FSWFX vs OGINX
FSWFX vs OGINX Comparison
Open Charts FSWFX vs OGINX
American Funds SMALLCAP World 529-F-2
Price$62.75
Change+$0.72 (+1.16%)
VolumeN/A
Net Assets67.16B
Invesco Global Opportunities R
Price$40.47
Change+$0.50 (+1.25%)
VolumeN/A
Net Assets2.22B
FSWFX vs OGINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.2B vs. OGINX (2.22B). FSWFX pays higher dividends than OGINX: FSWFX (0.94) vs OGINX (0.00). FSWFX was incepted earlier than OGINX: FSWFX (4 years) vs OGINX (24 years). OGINX (1.39) is less costly to investors than FSWFX (0.76). OGINX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). OGINX has a lower initial minimum investment than FSWFX: OGINX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : -4.54 vs. OGINX (-8.64).
| FSWFX | OGINX | FSWFX / OGINX | |
| Total Expense Ratio | 0.76 | 1.38 | 55% |
| Annual Report Gross Expense Ratio | 0.76 | 1.39 | 55% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | -8.253 | -8.577 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2B | 2.22B | 3,032% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -4.54 | -8.64 | 53% |
| Returns for 3 years | -0.09 | -19.96 | 0% |
| Returns for 5 years | N/A | -19.77 | - |
| Returns for 10 years | N/A | 0.20 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...