Interact to see
Advertisement
Advertisement
OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$53.53
Change+$0.13 (+0.24%)
VolumeN/A
Net Assets2.29B
American Funds SMALLCAP World F3
Price$77.84
Change-$0.21 (-0.27%)
VolumeN/A
Net Assets83.25B
OGIIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGIIX vs. SFCWX commentary
Dec 04, 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 StrongBuy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 83.3B vs. OGIIX (2.29B). SFCWX pays higher dividends than OGIIX: SFCWX (0.88) 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 : 7.00 vs. OGIIX (0.59). SFCWX return over 5 years is better than : 4.29 vs. OGIIX (-35.00).
| 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 | 8.162 | 13.366 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 83.3B | 3% |
| Annual Yield % from dividends | 0.40 | 0.88 | 45% |
| Returns for 1 year | 0.59 | 7.00 | 8% |
| Returns for 3 years | 9.43 | 31.42 | 30% |
| Returns for 5 years | -35.00 | 4.29 | -815% |
| Returns for 10 years | 17.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement