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OGIYX vs SMCWX
OGIYX vs SMCWX Comparison
Open Charts OGIYX vs SMCWX
Invesco Global Opportunities Y
Price$48.60
Change-$0.54 (-1.10%)
VolumeN/A
Net Assets2.54B
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
OGIYX vs SMCWX Comparison Chart
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OGIYX vs. SMCWX commentary
Feb 23, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. OGIYX (2.54B). SMCWX pays higher dividends than OGIYX: SMCWX (0.61) vs OGIYX (0.00). OGIYX was incepted earlier than SMCWX: OGIYX (24 years) vs SMCWX (35 years). OGIYX (29.00) and SMCWX (29.00) have comparable annual turnover. SMCWX has a lower initial minimum investment than OGIYX: SMCWX (250) vs OGIYX (1000). SMCWX annual gain was more profitable for investors over the last year : 1.53 vs. OGIYX (-3.06). SMCWX return over 5 years is better than : 12.97 vs. OGIYX (-22.18).
| OGIYX | SMCWX | OGIYX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 0.186 | 0.119 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 74.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -3.06 | 1.53 | -200% |
| Returns for 3 years | -20.15 | 1.16 | -1,736% |
| Returns for 5 years | -22.18 | 12.97 | -171% |
| Returns for 10 years | 17.52 | 44.71 | 39% |
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