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FSWFX vs OBGIX
FSWFX vs OBGIX Comparison
Open Charts FSWFX vs OBGIX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Oberweis Global Opportunities Instl
Price$31.31
Change-$0.52 (-1.63%)
VolumeN/A
Net Assets59.2M
FSWFX vs OBGIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. OBGIX (59.2M). FSWFX pays higher dividends than OBGIX: FSWFX (0.87) vs OBGIX (0.00). FSWFX was incepted earlier than OBGIX: FSWFX (5 years) vs OBGIX (8 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 : 9.13 vs. FSWFX (5.07).
| 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 | 8 years | - |
| Gain YTD | 3.538 | 3.129 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| 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 | 9.13 | 55% |
| Returns for 3 years | 31.20 | 33.86 | 92% |
| Returns for 5 years | N/A | 15.88 | - |
| Returns for 10 years | N/A | N/A | - |
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