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OPGIX vs SFCWX
OPGIX vs SFCWX Comparison
Open Charts OPGIX vs SFCWX
Invesco Global Opportunities A
Price$48.14
Change-$0.48 (-0.99%)
VolumeN/A
Net Assets2.4B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
OPGIX vs SFCWX Comparison Chart
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OPGIX 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 OPGIX is a Hold and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. OPGIX (2.4B). SFCWX pays higher dividends than OPGIX: SFCWX (0.96) vs OPGIX (0.01). OPGIX was incepted earlier than SFCWX: OPGIX (35 years) vs SFCWX (8 years). OPGIX (1.14) is less costly to investors than SFCWX (0.65). OPGIX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OPGIX has a lower initial minimum investment than SFCWX: OPGIX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. OPGIX (0.87). SFCWX return over 5 years is better than : 24.23 vs. OPGIX (-19.67).
| OPGIX | SFCWX | OPGIX / SFCWX | |
| Total Expense Ratio | 1.14 | 0.65 | 175% |
| Annual Report Gross Expense Ratio | 1.14 | 0.65 | 175% |
| Fund Existence | 35 years | 8 years | - |
| Gain YTD | 2.404 | 3.590 | 67% |
| Front Load | 6% | 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 | 0.01 | 0.96 | 1% |
| Returns for 1 year | 0.87 | 5.19 | 17% |
| Returns for 3 years | 9.12 | 31.20 | 29% |
| Returns for 5 years | -19.67 | 24.23 | -81% |
| Returns for 10 years | 15.49 | N/A | - |
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