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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
Aug 23, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 89B vs. OGIIX (2.24B). SMCWX pays higher dividends than OGIIX: SMCWX (0.61) vs OGIIX (0.44). OGIIX was incepted earlier than SMCWX: OGIIX (15 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). OGIIX annual gain was more profitable for investors over the last year : 16.11 vs. SMCWX (15.20). SMCWX return over 5 years is better than : -2.63 vs. OGIIX (-26.59).
| OGIIX | SMCWX | OGIIX / SMCWX | |
| Total Expense Ratio | 0.77 | 1.03 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 1.03 | 75% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 13.931 | 14.586 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 89B | 3% |
| Annual Yield % from dividends | 0.44 | 0.61 | 71% |
| Returns for 1 year | 16.11 | 15.20 | 106% |
| Returns for 3 years | 24.47 | 40.57 | 60% |
| Returns for 5 years | -26.59 | -2.63 | 1,010% |
| Returns for 10 years | 19.02 | 83.11 | 23% |
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