Interact to see
Advertisement
Advertisement
OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$50.95
Change+$0.40 (+0.79%)
VolumeN/A
Net Assets2.42B
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
OGIIX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OGIIX vs. SFCWX 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. OGIIX (2.42B). SFCWX pays higher dividends than OGIIX: SFCWX (0.96) vs OGIIX (0.43). OGIIX was incepted earlier than SFCWX: OGIIX (13 years) vs SFCWX (8 years). OGIIX (0.77) is less costly to investors than SFCWX (0.65). OGIIX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OGIIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 5.16 vs. OGIIX (1.41). SFCWX return over 5 years is better than : 19.96 vs. OGIIX (-20.63).
| OGIIX | SFCWX | OGIIX / SFCWX | |
| Total Expense Ratio | 0.77 | 0.65 | 118% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 3.452 | 3.906 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 75.3B | 3% |
| Annual Yield % from dividends | 0.43 | 0.96 | 45% |
| Returns for 1 year | 1.41 | 5.16 | 27% |
| Returns for 3 years | -4.10 | 17.81 | -23% |
| Returns for 5 years | -20.63 | 19.96 | -103% |
| Returns for 10 years | 23.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement