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OGIYX vs SMCWX
OGIYX vs SMCWX Comparison
Open Charts OGIYX vs SMCWX
Invesco Global Opportunities Y
Price$43.82
Change-$2.01 (-4.39%)
VolumeN/A
Net Assets2.32B
American Funds SMALLCAP World A
Price$61.06
Change-$2.91 (-4.55%)
VolumeN/A
Net Assets69.74B
OGIYX vs SMCWX Comparison Chart
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OGIYX vs. SMCWX commentary
Apr 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 69.7B vs. OGIYX (2.32B). SMCWX pays higher dividends than OGIYX: SMCWX (0.64) vs OGIYX (0.31). OGIYX was incepted earlier than SMCWX: OGIYX (24 years) vs SMCWX (35 years). SMCWX (1.04) is less costly to investors than OGIYX (0.89). OGIYX is a more actively managed with annual turnover of: 62.00 vs. SMCWX (32.00). 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 : -5.09 vs. OGIYX (-9.57). SMCWX return over 5 years is better than : 50.73 vs. OGIYX (3.97).
| OGIYX | SMCWX | OGIYX / SMCWX | |
| Total Expense Ratio | 0.88 | 1.04 | 85% |
| Annual Report Gross Expense Ratio | 0.89 | 1.04 | 86% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | -5.525 | -5.075 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 69.7B | 3% |
| Annual Yield % from dividends | 0.31 | 0.64 | 48% |
| Returns for 1 year | -9.57 | -5.09 | 188% |
| Returns for 3 years | -26.06 | -6.09 | 428% |
| Returns for 5 years | 3.97 | 50.73 | 8% |
| Returns for 10 years | 13.01 | 33.86 | 38% |
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