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OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$52.09
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets2.29B
American Funds SMALLCAP World A
Price$76.37
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
OPGIX vs SMCWX Comparison Chart in %
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OPGIX vs. SMCWX commentary
Jan 15, 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 (2.29B). SMCWX pays higher dividends than OPGIX: SMCWX (0.70) 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). 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 : 15.59 vs. OPGIX (11.45). SMCWX return over 5 years is better than : -4.74 vs. OPGIX (-35.74).
| 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 | 3.559 | 4.202 | 85% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 82.4B | 3% |
| Annual Yield % from dividends | 0.11 | 0.70 | 16% |
| Returns for 1 year | 11.45 | 15.59 | 73% |
| Returns for 3 years | 10.87 | 29.55 | 37% |
| Returns for 5 years | -35.74 | -4.74 | 754% |
| Returns for 10 years | 34.31 | 100.04 | 34% |
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