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OGIIX vs SMCFX
OGIIX vs SMCFX Comparison
Open Charts OGIIX vs SMCFX
Invesco Global Opportunities R6
Price$53.04
Change+$0.37 (+0.70%)
VolumeN/A
Net Assets2.35B
American Funds SMALLCAP World F2
Price$76.90
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.75B
OGIIX vs SMCFX Comparison Chart in %
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OGIIX vs. SMCFX commentary
Sep 29, 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.8B vs. OGIIX (2.35B). SMCFX pays higher dividends than OGIIX: SMCFX (0.81) vs OGIIX (0.41). OGIIX was incepted earlier than SMCFX: OGIIX (14 years) vs SMCFX (17 years). OGIIX (0.77) and SMCFX (0.76) have similar cost to investors . OGIIX is a more actively managed with annual turnover of: 62.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than OGIIX: SMCFX (250) vs OGIIX (1000000). SMCFX annual gain was more profitable for investors over the last year : 6.06 vs. OGIIX (-1.57). SMCFX return over 5 years is better than : 18.07 vs. OGIIX (-22.72).
| OGIIX | SMCFX | OGIIX / SMCFX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.77 | 0.76 | 101% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 7.695 | 10.910 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 80.8B | 3% |
| Annual Yield % from dividends | 0.41 | 0.81 | 51% |
| Returns for 1 year | -1.57 | 6.06 | -26% |
| Returns for 3 years | 27.51 | 46.32 | 59% |
| Returns for 5 years | -22.72 | 18.07 | -126% |
| Returns for 10 years | 38.10 | 75.84 | 50% |
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