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OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$52.50
Change-$1.34 (-2.49%)
VolumeN/A
Net Assets2.27B
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
OGIIX vs SFCWX Comparison Chart in %
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OGIIX vs. SFCWX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. OGIIX (2.27B). 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 : 7.88 vs. OGIIX (3.16). SFCWX return over 5 years is better than : 9.26 vs. OGIIX (-29.92).
| 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 | 9.320 | 12.305 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 81.8B | 3% |
| Annual Yield % from dividends | 0.40 | 0.90 | 44% |
| Returns for 1 year | 3.16 | 7.88 | 40% |
| Returns for 3 years | 9.77 | 32.00 | 31% |
| Returns for 5 years | -29.92 | 9.26 | -323% |
| Returns for 10 years | 28.41 | N/A | - |
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