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OGIIX vs RSEBX
OGIIX vs RSEBX Comparison
Open Charts OGIIX vs RSEBX
Invesco Global Opportunities R6
Price$53.02
Change+$0.38 (+0.72%)
VolumeN/A
Net Assets2.38B
American Funds SMALLCAP World R2E
Price$72.21
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets80.76B
OGIIX vs RSEBX Comparison Chart in %
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OGIIX vs. RSEBX commentary
Aug 30, 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 OGIIX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.8B vs. OGIIX (2.38B). OGIIX pays higher dividends than RSEBX: OGIIX (0.41) vs RSEBX (0.23). OGIIX was incepted earlier than RSEBX: OGIIX (14 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than OGIIX (0.77). OGIIX is a more actively managed with annual turnover of: 62.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than OGIIX: RSEBX (250) vs OGIIX (1000000). RSEBX annual gain was more profitable for investors over the last year : 9.22 vs. OGIIX (1.09). RSEBX return over 5 years is better than : 11.22 vs. OGIIX (-25.69).
| OGIIX | RSEBX | OGIIX / RSEBX | |
| Total Expense Ratio | 0.77 | 1.45 | 53% |
| Annual Report Gross Expense Ratio | 0.77 | 1.45 | 53% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 6.883 | 11.081 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 80.8B | 3% |
| Annual Yield % from dividends | 0.41 | 0.23 | 177% |
| Returns for 1 year | 1.09 | 9.22 | 12% |
| Returns for 3 years | 9.71 | 30.15 | 32% |
| Returns for 5 years | -25.69 | 11.22 | -229% |
| Returns for 10 years | 31.70 | 53.78 | 59% |
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