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OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$52.49
Change+$1.58 (+3.10%)
VolumeN/A
Net Assets2.27B
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
OPGIX vs SMCWX Comparison Chart in %
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OPGIX vs. SMCWX commentary
Feb 04, 2026
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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. OPGIX (2.28B). SMCWX pays higher dividends than OPGIX: SMCWX (0.68) vs OPGIX (0.11). 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). OPGIX is a more actively managed with annual turnover of: 136.00 vs. SMCWX (41.00). 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 : 13.30 vs. OPGIX (10.19). SMCWX return over 5 years is better than : -7.39 vs. OPGIX (-38.49).
| 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 | 4.354 | 4.762 | 91% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 82.4B | 3% |
| Annual Yield % from dividends | 0.11 | 0.68 | 16% |
| Returns for 1 year | 10.19 | 13.30 | 77% |
| Returns for 3 years | 6.06 | 24.37 | 25% |
| Returns for 5 years | -38.49 | -7.39 | 521% |
| Returns for 10 years | 39.32 | 104.21 | 38% |
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