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OGIYX vs SFCWX
OGIYX vs SFCWX Comparison
Open Charts OGIYX vs SFCWX
Invesco Global Opportunities Y
Price$49.73
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets2.4B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
OGIYX vs SFCWX Comparison Chart
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OGIYX vs. SFCWX commentary
Jun 16, 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 OGIYX is a Hold and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. OGIYX (2.4B). SFCWX pays higher dividends than OGIYX: SFCWX (0.96) vs OGIYX (0.28). OGIYX was incepted earlier than SFCWX: OGIYX (24 years) vs SFCWX (8 years). OGIYX (0.90) is less costly to investors than SFCWX (0.65). OGIYX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OGIYX has a lower initial minimum investment than SFCWX: OGIYX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. OGIYX (1.10). SFCWX return over 5 years is better than : 24.23 vs. OGIYX (-18.43).
| OGIYX | SFCWX | OGIYX / SFCWX | |
| Total Expense Ratio | 0.90 | 0.65 | 138% |
| Annual Report Gross Expense Ratio | 0.90 | 0.65 | 138% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 2.515 | 3.590 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 75.5B | 3% |
| Annual Yield % from dividends | 0.28 | 0.96 | 29% |
| Returns for 1 year | 1.10 | 5.19 | 21% |
| Returns for 3 years | 9.91 | 31.20 | 32% |
| Returns for 5 years | -18.43 | 24.23 | -76% |
| Returns for 10 years | 19.09 | N/A | - |
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