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OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$53.11
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets2.34B
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
OGIIX vs SFCWX Comparison Chart in %
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OGIIX vs. SFCWX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OGIIX is a Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.1B vs. OGIIX (2.34B). SFCWX pays higher dividends than OGIIX: SFCWX (0.90) vs OGIIX (0.40). OGIIX was incepted earlier than SFCWX: OGIIX (14 years) vs SFCWX (9 years). OGIIX (0.77) is less costly to investors than SFCWX (0.65). OGIIX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OGIIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 6.80 vs. OGIIX (-0.67). SFCWX return over 5 years is better than : 10.29 vs. OGIIX (-27.80).
| OGIIX | SFCWX | OGIIX / SFCWX | |
| Total Expense Ratio | 0.77 | 0.65 | 118% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 7.838 | 11.143 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 81.1B | 3% |
| Annual Yield % from dividends | 0.40 | 0.90 | 44% |
| Returns for 1 year | -0.67 | 6.80 | -10% |
| Returns for 3 years | 26.11 | 42.09 | 62% |
| Returns for 5 years | -27.80 | 10.29 | -270% |
| Returns for 10 years | 32.32 | N/A | - |
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