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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$76.34
Change-$0.21 (-0.27%)
VolumeN/A
Net Assets83.25B
Oberweis Global Opportunities Instl
Price$36.47
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets59.44M
FSWFX vs OBGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 83.3B vs. OBGIX (59.4M). 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). 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 : 12.69 vs. FSWFX (6.88). OBGIX return over 5 years is better than : 4.49 vs. FSWFX (3.85).
| 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 | 13.259 | 20.224 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.3B | 59.4M | 140,236% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 6.88 | 12.69 | 54% |
| Returns for 3 years | 31.43 | 30.50 | 103% |
| Returns for 5 years | 3.85 | 4.49 | 86% |
| Returns for 10 years | N/A | N/A | - |
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