Interact to see
Advertisement
Advertisement
OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$51.15
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets2.27B
American Funds SMALLCAP World A
Price$74.38
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets82.31B
OPGIX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OPGIX vs. SMCWX commentary
Dec 26, 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 Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.3B vs. OPGIX (2.27B). SMCWX pays higher dividends than OPGIX: SMCWX (0.56) vs OPGIX (0.01). OPGIX was incepted earlier than SMCWX: OPGIX (35 years) vs SMCWX (36 years). OPGIX (1.14) is less costly to investors than SMCWX (1.03). SMCWX (6%) and OPGIX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than OPGIX: SMCWX (250) vs OPGIX (1000). SMCWX annual gain was more profitable for investors over the last year : 9.13 vs. OPGIX (7.08). SMCWX return over 5 years is better than : -5.49 vs. OPGIX (-34.92).
| OPGIX | SMCWX | OPGIX / SMCWX | |
| Total Expense Ratio | 1.14 | 1.03 | 111% |
| Annual Report Gross Expense Ratio | 1.14 | 1.03 | 111% |
| Fund Existence | 35 years | 36 years | - |
| Gain YTD | 8.807 | 10.410 | 85% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 82.3B | 3% |
| Annual Yield % from dividends | 0.01 | 0.56 | 1% |
| Returns for 1 year | 7.08 | 9.13 | 77% |
| Returns for 3 years | 18.93 | 34.63 | 55% |
| Returns for 5 years | -34.92 | -5.49 | 636% |
| Returns for 10 years | 15.02 | 71.89 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement