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FSWFX vs OGIYX
FSWFX vs OGIYX Comparison
Open Charts FSWFX vs OGIYX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Invesco Global Opportunities Y
Price$49.73
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets2.4B
FSWFX vs OGIYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. OGIYX (2.4B). FSWFX pays higher dividends than OGIYX: FSWFX (0.87) vs OGIYX (0.28). FSWFX was incepted earlier than OGIYX: FSWFX (5 years) vs OGIYX (24 years). OGIYX (0.90) is less costly to investors than FSWFX (0.76). OGIYX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OGIYX: FSWFX (250) vs OGIYX (1000). FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. OGIYX (1.10).
| FSWFX | OGIYX | FSWFX / OGIYX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.90 | 84% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 3.538 | 2.515 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 2.4B | 3,143% |
| Annual Yield % from dividends | 0.87 | 0.28 | 308% |
| Returns for 1 year | 5.07 | 1.10 | 459% |
| Returns for 3 years | 31.20 | 9.91 | 315% |
| Returns for 5 years | N/A | -18.43 | - |
| Returns for 10 years | N/A | 19.09 | - |
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