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FSWFX vs OGINX
FSWFX vs OGINX Comparison
Open Charts FSWFX vs OGINX
American Funds SMALLCAP World 529-F-2
Price$71.33
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets77.12B
Invesco Global Opportunities R
Price$45.52
Change-$0.24 (-0.52%)
VolumeN/A
Net Assets2.4B
FSWFX vs OGINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.1B vs. OGINX (2.4B). FSWFX pays higher dividends than OGINX: FSWFX (0.87) 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 : 7.96 vs. OGINX (4.07).
| 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 | 5.536 | 4.666 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1B | 2.4B | 3,214% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 7.96 | 4.07 | 196% |
| Returns for 3 years | 29.00 | 4.74 | 612% |
| Returns for 5 years | N/A | -20.86 | - |
| Returns for 10 years | N/A | 9.84 | - |
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