Interact to see
Advertisement
Advertisement
OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$53.25
Change+$0.58 (+1.10%)
VolumeN/A
Net Assets2.38B
American Funds SMALLCAP World F3
Price$77.40
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets81.4B
OGIIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGIIX vs. SFCWX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.4B vs. OGIIX (2.38B). SFCWX pays higher dividends than OGIIX: SFCWX (0.91) vs OGIIX (0.41). 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 : 12.77 vs. OGIIX (3.48). SFCWX return over 5 years is better than : 20.00 vs. OGIIX (-23.64).
| 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 | 6.944 | 11.971 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 81.4B | 3% |
| Annual Yield % from dividends | 0.41 | 0.91 | 45% |
| Returns for 1 year | 3.48 | 12.77 | 27% |
| Returns for 3 years | 15.30 | 37.96 | 40% |
| Returns for 5 years | -23.64 | 20.00 | -118% |
| Returns for 10 years | 30.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XIDV | 32.34 | 0.15 | +0.45% |
| Franklin Intl Div Mltplr Idx ETF | |||
| BSL | 14.28 | 0.05 | +0.35% |
| Blackstone Senior Floating Rate 2027 Term Fund | |||
| IGSB | 53.00 | 0.08 | +0.15% |
| iShares 1-5 Year invmt Grd Corp Bd ETF | |||
| XIMR | 31.15 | 0.03 | +0.11% |
| FT Vest U.S. Eq Buf & Prm Inc ETF - Mar | |||
| SEIM | 43.67 | -0.12 | -0.27% |
| SEI Enhanced US Large Cap Momt Fac ETF | |||