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FSWFX vs OGINX
FSWFX vs OGINX Comparison
Open Charts FSWFX vs OGINX
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets80.82B
Invesco Global Opportunities R
Price$46.56
Change+$0.17 (+0.37%)
VolumeN/A
Net Assets2.37B
FSWFX vs OGINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.8B vs. OGINX (2.38B). FSWFX pays higher dividends than OGINX: FSWFX (0.82) vs OGINX (0.00). FSWFX was incepted earlier than OGINX: FSWFX (5 years) vs OGINX (25 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 : 11.81 vs. OGINX (2.80).
| 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 | 25 years | - |
| Gain YTD | 11.084 | 6.496 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 2.38B | 3,402% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 11.81 | 2.80 | 421% |
| Returns for 3 years | 36.97 | 13.12 | 282% |
| Returns for 5 years | N/A | -27.00 | - |
| Returns for 10 years | N/A | 18.65 | - |
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