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FSWFX vs OBEGX
FSWFX vs OBEGX Comparison
Open Charts FSWFX vs OBEGX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Oberweis Global Opportunities Investor
Price$32.41
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets62.64M
FSWFX vs OBEGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. OBEGX (62.6M). FSWFX pays higher dividends than OBEGX: FSWFX (0.85) 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 : 13.68 vs. FSWFX (10.68).
| 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 | 8.746 | 9.309 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 62.6M | 126,358% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 10.68 | 13.68 | 78% |
| Returns for 3 years | 36.18 | 41.65 | 87% |
| Returns for 5 years | N/A | 13.24 | - |
| Returns for 10 years | N/A | 9.27 | - |
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