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FSWFX vs OGIIX
FSWFX vs OGIIX Comparison
Open Charts FSWFX vs OGIIX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Invesco Global Opportunities R6
Price$52.58
Change+$0.33 (+0.63%)
VolumeN/A
Net Assets2.47B
FSWFX vs OGIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. OGIIX (2.47B). FSWFX pays higher dividends than OGIIX: FSWFX (0.85) vs OGIIX (0.41). FSWFX was incepted earlier than OGIIX: FSWFX (5 years) vs OGIIX (13 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 : 10.68 vs. OGIIX (6.51).
| 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 | 13 years | - |
| Gain YTD | 8.746 | 6.761 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 2.47B | 3,199% |
| Annual Yield % from dividends | 0.85 | 0.41 | 208% |
| Returns for 1 year | 10.68 | 6.51 | 164% |
| Returns for 3 years | 36.18 | 15.23 | 238% |
| Returns for 5 years | N/A | -18.01 | - |
| Returns for 10 years | N/A | 25.64 | - |
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