Interact to see
Advertisement
Advertisement
FSWFX vs OGIIX
FSWFX vs OGIIX Comparison
Open Charts FSWFX vs OGIIX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
Invesco Global Opportunities R6
Price$53.53
Change+$0.13 (+0.24%)
VolumeN/A
Net Assets2.29B
FSWFX vs OGIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. OGIIX (2.29B). FSWFX pays higher dividends than OGIIX: FSWFX (0.80) vs OGIIX (0.40). FSWFX was incepted earlier than OGIIX: FSWFX (5 years) vs OGIIX (14 years). OGIIX (0.77) and FSWFX (0.76) have similar cost to investors . OGIIX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OGIIX: FSWFX (250) vs OGIIX (1000000). FSWFX annual gain was more profitable for investors over the last year : 6.88 vs. OGIIX (0.59). FSWFX return over 5 years is better than : 3.85 vs. OGIIX (-35.00).
| FSWFX | OGIIX | FSWFX / OGIIX | |
| Total Expense Ratio | 0.76 | 0.77 | 99% |
| Annual Report Gross Expense Ratio | 0.76 | 0.77 | 99% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 13.259 | 8.162 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 2.29B | 3,592% |
| Annual Yield % from dividends | 0.80 | 0.40 | 201% |
| Returns for 1 year | 6.88 | 0.59 | 1,176% |
| Returns for 3 years | 31.43 | 9.43 | 333% |
| Returns for 5 years | 3.85 | -35.00 | -11% |
| Returns for 10 years | N/A | 17.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement