Ad is loading...
FSWFX vs OGIYX
FSWFX vs OGIYX Comparison
Open Charts FSWFX vs OGIYX
American Funds SMALLCAP World 529-F-2
Price$63.86
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
Invesco Global Opportunities Y
Price$45.82
Change+$0.85 (+1.89%)
VolumeN/A
Net Assets2.24B
FSWFX vs OGIYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.9B vs. OGIYX (2.24B). FSWFX pays higher dividends than OGIYX: FSWFX (0.94) vs OGIYX (0.31). FSWFX was incepted earlier than OGIYX: FSWFX (4 years) vs OGIYX (24 years). OGIYX (0.89) is less costly to investors than FSWFX (0.76). OGIYX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OGIYX: FSWFX (250) vs OGIYX (1000). FSWFX annual gain was more profitable for investors over the last year : -1.57 vs. OGIYX (-6.82).
| FSWFX | OGIYX | FSWFX / OGIYX | |
| Total Expense Ratio | 0.76 | 0.88 | 86% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | -5.547 | -7.297 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9B | 2.24B | 3,029% |
| Annual Yield % from dividends | 0.94 | 0.31 | 307% |
| Returns for 1 year | -1.57 | -6.82 | 23% |
| Returns for 3 years | 2.37 | -18.12 | -13% |
| Returns for 5 years | N/A | -15.73 | - |
| Returns for 10 years | N/A | 9.90 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...