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FSWFX vs OGIIX
FSWFX vs OGIIX Comparison
Open Charts FSWFX vs OGIIX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Invesco Global Opportunities R6
Price$55.01
Change+$1.52 (+2.84%)
VolumeN/A
Net Assets2.28B
FSWFX vs OGIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. OGIIX (2.28B). FSWFX pays higher dividends than OGIIX: FSWFX (0.92) vs OGIIX (0.47). 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: 136.00 vs. FSWFX (41.00). 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 : 13.61 vs. OGIIX (10.61). FSWFX return over 5 years is better than : -6.11 vs. OGIIX (-37.20).
| 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 | 4.799 | 4.403 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 2.28B | 3,620% |
| Annual Yield % from dividends | 0.92 | 0.47 | 195% |
| Returns for 1 year | 13.61 | 10.61 | 128% |
| Returns for 3 years | 25.43 | 7.27 | 350% |
| Returns for 5 years | -6.11 | -37.20 | 16% |
| Returns for 10 years | N/A | 46.22 | - |
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