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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Oberweis Global Opportunities Instl
Price$34.75
Change-$0.93 (-2.61%)
VolumeN/A
Net Assets56.69M
FSWFX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. OBGIX (56.7M). FSWFX pays higher dividends than OBGIX: FSWFX (0.81) 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). OBGIX is a more actively managed with annual turnover of: 103.00 vs. FSWFX (32.00). 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 : 11.64 vs. FSWFX (7.77). OBGIX (9.18) and FSWFX (8.80) have equivalent 5 years return.
| 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 | 12.209 | 17.523 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 56.7M | 144,268% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 7.77 | 11.64 | 67% |
| Returns for 3 years | 32.01 | 35.31 | 91% |
| Returns for 5 years | 8.80 | 9.18 | 96% |
| Returns for 10 years | N/A | N/A | - |