Interact to see
Advertisement
Advertisement
FSWFX vs OGINX
FSWFX vs OGINX Comparison
Open Charts FSWFX vs OGINX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Invesco Global Opportunities R
Price$46.29
Change+$0.41 (+0.89%)
VolumeN/A
Net Assets2.43B
FSWFX vs OGINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. OGINX (2.43B). FSWFX pays higher dividends than OGINX: FSWFX (0.85) vs OGINX (0.00). FSWFX was incepted earlier than OGINX: FSWFX (5 years) vs OGINX (24 years). OGINX (1.40) is less costly to investors than FSWFX (0.76). OGINX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). OGINX has a lower initial minimum investment than FSWFX: OGINX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 10.12 vs. OGINX (3.30).
| FSWFX | OGINX | FSWFX / OGINX | |
| Total Expense Ratio | 0.76 | 1.40 | 54% |
| Annual Report Gross Expense Ratio | 0.76 | 1.40 | 54% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 9.708 | 5.878 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 2.43B | 3,280% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 10.12 | 3.30 | 306% |
| Returns for 3 years | 33.81 | 5.01 | 674% |
| Returns for 5 years | N/A | -25.81 | - |
| Returns for 10 years | N/A | 11.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement