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FSWFX vs OGIYX
FSWFX vs OGIYX Comparison
Open Charts FSWFX vs OGIYX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Invesco Global Opportunities Y
Price$51.50
Change+$0.45 (+0.88%)
VolumeN/A
Net Assets2.43B
FSWFX vs OGIYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. OGIYX (2.43B). FSWFX pays higher dividends than OGIYX: FSWFX (0.85) vs OGIYX (0.27). FSWFX was incepted earlier than OGIYX: FSWFX (5 years) vs OGIYX (25 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 : 10.12 vs. OGIYX (3.82).
| 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 | 25 years | - |
| Gain YTD | 9.708 | 6.164 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 2.43B | 3,280% |
| Annual Yield % from dividends | 0.85 | 0.27 | 319% |
| Returns for 1 year | 10.12 | 3.82 | 265% |
| Returns for 3 years | 33.81 | 6.58 | 514% |
| Returns for 5 years | N/A | -23.02 | - |
| Returns for 10 years | N/A | 20.20 | - |
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