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OPGIX vs SFCWX
OPGIX vs SFCWX Comparison
Open Charts OPGIX vs SFCWX
Invesco Global Opportunities A
Price$48.21
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets2.4B
American Funds SMALLCAP World F3
Price$71.05
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets74.87B
OPGIX vs SFCWX Comparison Chart
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OPGIX vs. SFCWX commentary
Jun 06, 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 OPGIX is a Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.9B vs. OPGIX (2.41B). SFCWX pays higher dividends than OPGIX: SFCWX (0.96) vs OPGIX (0.01). OPGIX was incepted earlier than SFCWX: OPGIX (35 years) vs SFCWX (8 years). OPGIX (1.14) is less costly to investors than SFCWX (0.65). OPGIX is a more actively managed with annual turnover of: 62.00 vs. SFCWX (32.00). OPGIX has a lower initial minimum investment than SFCWX: OPGIX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 5.74 vs. OPGIX (0.43). SFCWX return over 5 years is better than : 19.10 vs. OPGIX (-23.59).
| OPGIX | SFCWX | OPGIX / SFCWX | |
| Total Expense Ratio | 1.14 | 0.65 | 175% |
| Annual Report Gross Expense Ratio | 1.14 | 0.65 | 175% |
| Fund Existence | 35 years | 8 years | - |
| Gain YTD | 1.808 | 3.165 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 74.9B | 3% |
| Annual Yield % from dividends | 0.01 | 0.96 | 1% |
| Returns for 1 year | 0.43 | 5.74 | 7% |
| Returns for 3 years | -5.74 | 17.98 | -32% |
| Returns for 5 years | -23.59 | 19.10 | -123% |
| Returns for 10 years | 14.46 | N/A | - |
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