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OGIYX vs SFCWX
OGIYX vs SFCWX Comparison
Open Charts OGIYX vs SFCWX
Invesco Global Opportunities Y
Price$47.49
Change+$0.96 (+2.06%)
VolumeN/A
Net Assets2.35B
American Funds SMALLCAP World F3
Price$67.16
Change+$1.33 (+2.02%)
VolumeN/A
Net Assets71.33B
OGIYX vs SFCWX Comparison Chart
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OGIYX vs. SFCWX commentary
May 05, 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 OGIYX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71.3B vs. OGIYX (2.35B). SFCWX pays higher dividends than OGIYX: SFCWX (1.02) vs OGIYX (0.30). OGIYX was incepted earlier than SFCWX: OGIYX (24 years) vs SFCWX (8 years). OGIYX (0.90) is less costly to investors than SFCWX (0.65). OGIYX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OGIYX has a lower initial minimum investment than SFCWX: OGIYX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 1.43 vs. OGIYX (-1.35). SFCWX return over 5 years is better than : 32.90 vs. OGIYX (-10.73).
| OGIYX | SFCWX | OGIYX / SFCWX | |
| Total Expense Ratio | 0.90 | 0.65 | 138% |
| Annual Report Gross Expense Ratio | 0.90 | 0.65 | 138% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -2.103 | -2.483 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 71.3B | 3% |
| Annual Yield % from dividends | 0.30 | 1.02 | 29% |
| Returns for 1 year | -1.35 | 1.43 | -95% |
| Returns for 3 years | -11.36 | 9.07 | -125% |
| Returns for 5 years | -10.73 | 32.90 | -33% |
| Returns for 10 years | 18.81 | N/A | - |
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