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FSWFX vs OGIYX
FSWFX vs OGIYX Comparison
Open Charts FSWFX vs OGIYX
American Funds SMALLCAP World 529-F-2
Price$72.47
Change+$0.22 (+0.30%)
VolumeN/A
Net Assets78.13B
Invesco Global Opportunities Y
Price$51.58
Change+$0.37 (+0.72%)
VolumeN/A
Net Assets2.47B
FSWFX vs OGIYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.1B vs. OGIYX (2.47B). FSWFX pays higher dividends than OGIYX: FSWFX (0.87) vs OGIYX (0.28). FSWFX was incepted earlier than OGIYX: FSWFX (5 years) vs OGIYX (24 years). OGIYX (0.90) 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 : 9.60 vs. OGIYX (6.14).
| FSWFX | OGIYX | FSWFX / OGIYX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.90 | 84% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 7.222 | 6.329 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1B | 2.47B | 3,158% |
| Annual Yield % from dividends | 0.87 | 0.28 | 308% |
| Returns for 1 year | 9.60 | 6.14 | 157% |
| Returns for 3 years | 32.94 | 10.75 | 306% |
| Returns for 5 years | N/A | -16.78 | - |
| Returns for 10 years | N/A | 22.13 | - |
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