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FSWFX vs OBEGX
FSWFX vs OBEGX Comparison
Open Charts FSWFX vs OBEGX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Oberweis Global Opportunities Investor
Price$30.55
Change-$0.50 (-1.61%)
VolumeN/A
Net Assets59.2M
FSWFX vs OBEGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. OBEGX (59.2M). FSWFX pays higher dividends than OBEGX: FSWFX (0.87) vs OBEGX (0.00). FSWFX was incepted earlier than OBEGX: FSWFX (5 years) vs OBEGX (38 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 : 8.87 vs. FSWFX (5.07).
| 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 | 38 years | - |
| Gain YTD | 3.538 | 3.035 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 59.2M | 127,534% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 5.07 | 8.87 | 57% |
| Returns for 3 years | 31.20 | 32.83 | 95% |
| Returns for 5 years | N/A | 13.99 | - |
| Returns for 10 years | N/A | 0.23 | - |
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