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FSWFX vs OGINX
FSWFX vs OGINX Comparison
Open Charts FSWFX vs OGINX
American Funds SMALLCAP World 529-F-2
Price$72.61
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
Invesco Global Opportunities R
Price$45.68
Change+$0.23 (+0.51%)
VolumeN/A
Net Assets2.4B
FSWFX vs OGINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.7B vs. OGINX (2.41B). FSWFX pays higher dividends than OGINX: FSWFX (0.85) vs OGINX (0.00). FSWFX was incepted earlier than OGINX: FSWFX (5 years) vs OGINX (24 years). OGINX (1.40) 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 : 3.53 vs. OGINX (-1.94).
| FSWFX | OGINX | FSWFX / OGINX | |
| Total Expense Ratio | 0.76 | 1.40 | 54% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 7.430 | 3.957 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7B | 2.41B | 3,231% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 3.53 | -1.94 | -182% |
| Returns for 3 years | 34.75 | 8.14 | 427% |
| Returns for 5 years | N/A | -26.55 | - |
| Returns for 10 years | N/A | 8.22 | - |
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