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FSWFX vs OBEGX
FSWFX vs OBEGX Comparison
Open Charts FSWFX vs OBEGX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
Oberweis Global Opportunities Investor
Price$35.91
Change+$0.37 (+1.04%)
VolumeN/A
Net Assets59.95M
FSWFX vs OBEGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. OBEGX (59.9M). FSWFX pays higher dividends than OBEGX: FSWFX (0.80) vs OBEGX (0.00). FSWFX was incepted earlier than OBEGX: FSWFX (5 years) vs OBEGX (39 years). OBEGX (1.48) is less costly to investors than FSWFX (0.76). OBEGX is a more actively managed with annual turnover of: 103.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OBEGX: FSWFX (250) vs OBEGX (1000). OBEGX annual gain was more profitable for investors over the last year : 12.42 vs. FSWFX (6.88). FSWFX return over 5 years is better than : 3.85 vs. OBEGX (2.77).
| FSWFX | OBEGX | FSWFX / OBEGX | |
| Total Expense Ratio | 0.76 | 1.48 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.48 | 51% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 13.259 | 19.966 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 59.9M | 137,396% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 6.88 | 12.42 | 55% |
| Returns for 3 years | 31.43 | 29.49 | 107% |
| Returns for 5 years | 3.85 | 2.77 | 139% |
| Returns for 10 years | N/A | 22.87 | - |
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