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OGIIX vs SFCWX
OGIIX vs SFCWX Comparison
Open Charts OGIIX vs SFCWX
Invesco Global Opportunities R6
Price$45.01
Change+$0.24 (+0.54%)
VolumeN/A
Net Assets2.21B
American Funds SMALLCAP World F3
Price$62.72
Change+$0.58 (+0.93%)
VolumeN/A
Net Assets66.08B
OGIIX vs SFCWX Comparison Chart
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OGIIX vs. SFCWX commentary
Apr 18, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 66.1B vs. OGIIX (2.21B). SFCWX pays higher dividends than OGIIX: SFCWX (1.04) vs OGIIX (0.47). OGIIX was incepted earlier than SFCWX: OGIIX (13 years) vs SFCWX (8 years). OGIIX (0.76) 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 : -3.64 vs. OGIIX (-6.96). SFCWX return over 5 years is better than : 26.47 vs. OGIIX (-15.20).
| OGIIX | SFCWX | OGIIX / SFCWX | |
| Total Expense Ratio | 0.75 | 0.65 | 115% |
| Annual Report Gross Expense Ratio | 0.76 | 0.65 | 117% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | -8.609 | -8.930 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 66.1B | 3% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | -6.96 | -3.64 | 192% |
| Returns for 3 years | -20.92 | -3.52 | 594% |
| Returns for 5 years | -15.20 | 26.47 | -57% |
| Returns for 10 years | 10.06 | N/A | - |
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