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OGINX vs SMCWX
OGINX vs SMCWX Comparison
Open Charts OGINX vs SMCWX
Invesco Global Opportunities R
Price$41.26
Change+$0.40 (+0.98%)
VolumeN/A
Net Assets2.3B
American Funds SMALLCAP World A
Price$63.97
Change+$0.82 (+1.30%)
VolumeN/A
Net Assets68.86B
OGINX vs SMCWX Comparison Chart
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OGINX vs. SMCWX commentary
Apr 04, 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 OGINX is a StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 68.9B vs. OGINX (2.3B). SMCWX pays higher dividends than OGINX: SMCWX (0.64) vs OGINX (0.00). OGINX was incepted earlier than SMCWX: OGINX (24 years) vs SMCWX (35 years). OGINX (1.39) is less costly to investors than SMCWX (1.04). OGINX is a more actively managed with annual turnover of: 62.00 vs. SMCWX (32.00). OGINX has a lower initial minimum investment than SMCWX: OGINX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : -4.58 vs. OGINX (-10.61). SMCWX return over 5 years is better than : 50.73 vs. OGINX (-0.75).
| OGINX | SMCWX | OGINX / SMCWX | |
| Total Expense Ratio | 1.38 | 1.04 | 133% |
| Annual Report Gross Expense Ratio | 1.39 | 1.04 | 134% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | -6.542 | -5.075 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 68.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.64 | - |
| Returns for 1 year | -10.61 | -4.58 | 232% |
| Returns for 3 years | -26.71 | -5.04 | 530% |
| Returns for 5 years | -0.75 | 50.73 | -1% |
| Returns for 10 years | 4.39 | 34.86 | 13% |
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