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OGIIX vs RSEBX
OGIIX vs RSEBX Comparison
Open Charts OGIIX vs RSEBX
Invesco Global Opportunities R6
Price$50.95
Change+$0.40 (+0.79%)
VolumeN/A
Net Assets2.42B
American Funds SMALLCAP World R2E
Price$67.34
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets75.3B
OGIIX vs RSEBX Comparison Chart
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OGIIX vs. RSEBX commentary
Jun 07, 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: 75.3B vs. OGIIX (2.42B). OGIIX pays higher dividends than RSEBX: OGIIX (0.43) vs RSEBX (0.21). OGIIX was incepted earlier than RSEBX: OGIIX (13 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 : 4.30 vs. OGIIX (1.41). RSEBX return over 5 years is better than : 15.02 vs. OGIIX (-20.63).
| OGIIX | RSEBX | OGIIX / RSEBX | |
| Total Expense Ratio | 0.77 | 1.45 | 53% |
| Annual Report Gross Expense Ratio | 0.77 | 1.45 | 53% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.452 | 3.552 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 75.3B | 3% |
| Annual Yield % from dividends | 0.43 | 0.21 | 205% |
| Returns for 1 year | 1.41 | 4.30 | 33% |
| Returns for 3 years | -4.10 | 15.38 | -27% |
| Returns for 5 years | -20.63 | 15.02 | -137% |
| Returns for 10 years | 23.13 | 34.50 | 67% |
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