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OGIIX vs SMCWX
OGIIX vs SMCWX Comparison
Open Charts OGIIX vs SMCWX
OGIIX vs SMCWX Comparison Chart in %
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OGIIX vs. SMCWX commentary
Jun 24, 2026
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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. OGIIX (2.32B). SMCWX pays higher dividends than OGIIX: SMCWX (0.63) vs OGIIX (0.43). OGIIX was incepted earlier than SMCWX: OGIIX (14 years) vs SMCWX (36 years). SMCWX (1.03) is less costly to investors than OGIIX (0.77). OGIIX is a more actively managed with annual turnover of: 136.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than OGIIX: SMCWX (250) vs OGIIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 23.85 vs. OGIIX (19.53). SMCWX return over 5 years is better than : -0.98 vs. OGIIX (-27.75).
| OGIIX | SMCWX | OGIIX / SMCWX | |
| Total Expense Ratio | 0.77 | 1.03 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 1.03 | 75% |
| Fund Existence | 14 years | 36 years | - |
| Gain YTD | 14.196 | 16.837 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 91.5B | 3% |
| Annual Yield % from dividends | 0.43 | 0.63 | 69% |
| Returns for 1 year | 19.53 | 23.85 | 82% |
| Returns for 3 years | 17.93 | 42.79 | 42% |
| Returns for 5 years | -27.75 | -0.98 | 2,838% |
| Returns for 10 years | 38.99 | 105.31 | 37% |
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