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OGICX vs SMCWX
OGICX vs SMCWX Comparison
Open Charts OGICX vs SMCWX
Invesco Global Opportunities C
Price$33.77
Change+$0.65 (+1.96%)
VolumeN/A
Net Assets2.16B
American Funds SMALLCAP World A
Price$60.43
Change+$1.04 (+1.75%)
VolumeN/A
Net Assets64.58B
OGICX vs SMCWX Comparison Chart
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OGICX vs. SMCWX commentary
Apr 12, 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 OGICX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 64.6B vs. OGICX (2.17B). SMCWX pays higher dividends than OGICX: SMCWX (0.64) vs OGICX (0.00). OGICX was incepted earlier than SMCWX: OGICX (31 years) vs SMCWX (35 years). OGICX (1.89) is less costly to investors than SMCWX (1.04). OGICX is a more actively managed with annual turnover of: 62.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than OGICX: SMCWX (250) vs OGICX (1000). SMCWX annual gain was more profitable for investors over the last year : -9.56 vs. OGICX (-14.42). SMCWX return over 5 years is better than : 26.86 vs. OGICX (-20.94).
| OGICX | SMCWX | OGICX / SMCWX | |
| Total Expense Ratio | 1.88 | 1.04 | 181% |
| Annual Report Gross Expense Ratio | 1.89 | 1.04 | 182% |
| Fund Existence | 31 years | 35 years | - |
| Gain YTD | -11.349 | -10.328 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 64.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.64 | - |
| Returns for 1 year | -14.42 | -9.56 | 151% |
| Returns for 3 years | -26.38 | -5.90 | 447% |
| Returns for 5 years | -20.94 | 26.86 | -78% |
| Returns for 10 years | -12.80 | 24.24 | -53% |
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