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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$74.64
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets82.31B
Oberweis Global Opportunities Instl
Price$36.95
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets59.59M
FSWFX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. OBGIX (59.6M). FSWFX pays higher dividends than OBGIX: FSWFX (0.80) vs OBGIX (0.00). FSWFX was incepted earlier than OBGIX: FSWFX (5 years) vs OBGIX (9 years). OBGIX (1.23) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than OBGIX: FSWFX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 20.05 vs. FSWFX (9.16). FSWFX return over 5 years is better than : -4.44 vs. OBGIX (-4.84).
| FSWFX | OBGIX | FSWFX / OBGIX | |
| Total Expense Ratio | 0.76 | 1.23 | 62% |
| Annual Report Gross Expense Ratio | 0.76 | 1.23 | 62% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 10.433 | 21.706 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 59.6M | 138,087% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 9.16 | 20.05 | 46% |
| Returns for 3 years | 35.43 | 40.87 | 87% |
| Returns for 5 years | -4.44 | -4.84 | 92% |
| Returns for 10 years | N/A | N/A | - |
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