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FSFWX vs OBGIX
FSFWX vs OBGIX Comparison
Open Charts FSFWX vs OBGIX
American Funds SMALLCAP World 529-F-3
Price$76.46
Change-$0.21 (-0.27%)
VolumeN/A
Net Assets83.25B
Oberweis Global Opportunities Instl
Price$36.47
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets59.44M
FSFWX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 83.3B vs. OBGIX (59.4M). FSFWX pays higher dividends than OBGIX: FSFWX (0.86) vs OBGIX (0.00). FSFWX was incepted earlier than OBGIX: FSFWX (5 years) vs OBGIX (9 years). OBGIX (1.23) is less costly to investors than FSFWX (0.71). OBGIX is a more actively managed with annual turnover of: 103.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than OBGIX: FSFWX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 12.69 vs. FSFWX (6.94). OBGIX return over 5 years is better than : 4.49 vs. FSFWX (4.14).
| FSFWX | OBGIX | FSFWX / OBGIX | |
| Total Expense Ratio | 0.71 | 1.23 | 58% |
| Annual Report Gross Expense Ratio | 0.71 | 1.23 | 58% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.320 | 20.224 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.3B | 59.4M | 140,236% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 6.94 | 12.69 | 55% |
| Returns for 3 years | 31.60 | 30.50 | 104% |
| Returns for 5 years | 4.14 | 4.49 | 92% |
| Returns for 10 years | N/A | N/A | - |
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