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OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$55.01
Change+$1.52 (+2.84%)
VolumeN/A
Net Assets2.28B
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
OGIIX vs SFCWX Comparison Chart in %
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OGIIX vs. SFCWX commentary
Feb 04, 2026
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: 82.4B vs. OGIIX (2.28B). SFCWX pays higher dividends than OGIIX: SFCWX (1.00) vs OGIIX (0.47). 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: 136.00 vs. SFCWX (41.00). OGIIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 13.84 vs. OGIIX (10.61). SFCWX return over 5 years is better than : -5.67 vs. OGIIX (-37.20).
| 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 | 4.403 | 4.814 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 82.4B | 3% |
| Annual Yield % from dividends | 0.47 | 1.00 | 47% |
| Returns for 1 year | 10.61 | 13.84 | 77% |
| Returns for 3 years | 7.27 | 25.94 | 28% |
| Returns for 5 years | -37.20 | -5.67 | 657% |
| Returns for 10 years | 46.22 | N/A | - |
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