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FSWFX vs OGIIX
FSWFX vs OGIIX Comparison
Open Charts FSWFX vs OGIIX
American Funds SMALLCAP World 529-F-2
Price$78.41
Change+$0.56 (+0.72%)
VolumeN/A
Net Assets82.31B
Invesco Global Opportunities R6
Price$54.37
Change+$0.29 (+0.54%)
VolumeN/A
Net Assets2.3B
FSWFX vs OGIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. OGIIX (2.3B). 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 : 9.32 vs. OGIIX (3.38). FSWFX return over 5 years is better than : 4.09 vs. OGIIX (-33.67).
| 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 | 16.011 | 10.396 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 2.3B | 3,577% |
| Annual Yield % from dividends | 0.80 | 0.40 | 201% |
| Returns for 1 year | 9.32 | 3.38 | 275% |
| Returns for 3 years | 37.49 | 15.30 | 245% |
| Returns for 5 years | 4.09 | -33.67 | -12% |
| Returns for 10 years | N/A | 27.38 | - |
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