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OGIYX vs SFCWX
OGIYX vs SFCWX Comparison
Open Charts OGIYX vs SFCWX
Invesco Global Opportunities Y
Price$51.41
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets2.41B
American Funds SMALLCAP World F3
Price$74.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets79.08B
OGIYX vs SFCWX Comparison Chart in %
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OGIYX vs. SFCWX commentary
Aug 07, 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: 79.1B vs. OGIYX (2.41B). SFCWX pays higher dividends than OGIYX: SFCWX (0.94) vs OGIYX (0.27). OGIYX was incepted earlier than SFCWX: OGIYX (25 years) vs SFCWX (9 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 : 15.36 vs. OGIYX (7.97). SFCWX return over 5 years is better than : 14.66 vs. OGIYX (-27.10).
| OGIYX | SFCWX | OGIYX / SFCWX | |
| Total Expense Ratio | 0.90 | 0.65 | 138% |
| Annual Report Gross Expense Ratio | 0.90 | 0.65 | 138% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 6.081 | 8.311 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 79.1B | 3% |
| Annual Yield % from dividends | 0.27 | 0.94 | 29% |
| Returns for 1 year | 7.97 | 15.36 | 52% |
| Returns for 3 years | -1.92 | 24.47 | -8% |
| Returns for 5 years | -27.10 | 14.66 | -185% |
| Returns for 10 years | 22.33 | N/A | - |
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