Interact to see
Advertisement
Advertisement
OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$52.58
Change+$0.33 (+0.63%)
VolumeN/A
Net Assets2.47B
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
OGIIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGIIX vs. SFCWX commentary
Jul 07, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. OGIIX (2.47B). SFCWX pays higher dividends than OGIIX: SFCWX (0.94) vs OGIIX (0.41). OGIIX was incepted earlier than SFCWX: OGIIX (13 years) vs SFCWX (8 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 : 10.80 vs. OGIIX (6.51). SFCWX return over 5 years is better than : 23.80 vs. OGIIX (-18.01).
| OGIIX | SFCWX | OGIIX / SFCWX | |
| Total Expense Ratio | 0.77 | 0.65 | 118% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 6.761 | 8.805 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 79.1B | 3% |
| Annual Yield % from dividends | 0.41 | 0.94 | 43% |
| Returns for 1 year | 6.51 | 10.80 | 60% |
| Returns for 3 years | 15.23 | 36.16 | 42% |
| Returns for 5 years | -18.01 | 23.80 | -76% |
| Returns for 10 years | 25.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement