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OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$52.33
Change+$0.47 (+0.91%)
VolumeN/A
Net Assets2.43B
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
OGIIX vs SFCWX Comparison Chart in %
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OGIIX vs. SFCWX commentary
Jul 27, 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: 79.8B vs. OGIIX (2.43B). SFCWX pays higher dividends than OGIIX: SFCWX (0.94) 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 : 10.24 vs. OGIIX (3.97). SFCWX return over 5 years is better than : 21.81 vs. OGIIX (-22.37).
| 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 | 6.254 | 9.778 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 79.8B | 3% |
| Annual Yield % from dividends | 0.41 | 0.94 | 43% |
| Returns for 1 year | 3.97 | 10.24 | 39% |
| Returns for 3 years | 7.04 | 33.82 | 21% |
| Returns for 5 years | -22.37 | 21.81 | -103% |
| Returns for 10 years | 22.39 | N/A | - |
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