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FSWFX vs OBEGX
FSWFX vs OBEGX Comparison
Open Charts FSWFX vs OBEGX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Oberweis Global Opportunities Investor
Price$33.87
Change-$0.90 (-2.59%)
VolumeN/A
Net Assets58.2M
FSWFX vs OBEGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. OBEGX (58.2M). FSWFX pays higher dividends than OBEGX: FSWFX (0.81) 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 : 11.37 vs. FSWFX (7.77). FSWFX return over 5 years is better than : 8.80 vs. OBEGX (7.38).
| 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 | 12.209 | 17.268 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 58.2M | 140,550% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 7.77 | 11.37 | 68% |
| Returns for 3 years | 32.01 | 34.20 | 94% |
| Returns for 5 years | 8.80 | 7.38 | 119% |
| Returns for 10 years | N/A | 26.62 | - |
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