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OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$50.52
Change-$0.50 (-0.98%)
VolumeN/A
Net Assets2.4B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
OGIIX vs SFCWX Comparison Chart
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OGIIX vs. SFCWX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. OGIIX (2.4B). SFCWX pays higher dividends than OGIIX: SFCWX (0.96) vs OGIIX (0.43). 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 : 5.19 vs. OGIIX (1.26). SFCWX return over 5 years is better than : 24.23 vs. OGIIX (-17.75).
| 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 | 2.579 | 3.590 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 75.5B | 3% |
| Annual Yield % from dividends | 0.43 | 0.96 | 45% |
| Returns for 1 year | 1.26 | 5.19 | 24% |
| Returns for 3 years | 10.38 | 31.20 | 33% |
| Returns for 5 years | -17.75 | 24.23 | -73% |
| Returns for 10 years | 21.26 | N/A | - |
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