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FSWFX vs OPGIX
FSWFX vs OPGIX Comparison
Open Charts FSWFX vs OPGIX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Invesco Global Opportunities A
Price$49.84
Change+$0.44 (+0.89%)
VolumeN/A
Net Assets2.43B
FSWFX vs OPGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. OPGIX (2.43B). FSWFX pays higher dividends than OPGIX: FSWFX (0.85) vs OPGIX (0.01). FSWFX was incepted earlier than OPGIX: FSWFX (5 years) vs OPGIX (35 years). OPGIX (1.14) is less costly to investors than FSWFX (0.76). OPGIX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OPGIX: FSWFX (250) vs OPGIX (1000). FSWFX annual gain was more profitable for investors over the last year : 10.12 vs. OPGIX (3.56).
| FSWFX | OPGIX | FSWFX / OPGIX | |
| Total Expense Ratio | 0.76 | 1.14 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.14 | 67% |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 9.708 | 6.020 | 161% |
| Front Load | N/A | 6% | - |
| 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 | 0.01 | 12,513% |
| Returns for 1 year | 10.12 | 3.56 | 284% |
| Returns for 3 years | 33.81 | 5.82 | 580% |
| Returns for 5 years | N/A | -24.18 | - |
| Returns for 10 years | N/A | 16.56 | - |
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