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OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$50.92
Change-$0.12 (-0.24%)
VolumeN/A
Net Assets2.38B
American Funds SMALLCAP World A
Price$75.80
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets82.15B
OPGIX vs SMCWX Comparison Chart in %
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OPGIX vs. SMCWX commentary
Oct 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 StrongBuy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.2B vs. OPGIX (2.38B). SMCWX pays higher dividends than OPGIX: SMCWX (0.57) vs OPGIX (0.01). OPGIX was incepted earlier than SMCWX: OPGIX (35 years) vs SMCWX (35 years). OPGIX (1.14) is less costly to investors than SMCWX (1.04). OPGIX is a more actively managed with annual turnover of: 62.00 vs. SMCWX (32.00). SMCWX (6%) and OPGIX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than OPGIX: SMCWX (250) vs OPGIX (1000). SMCWX annual gain was more profitable for investors over the last year : 9.80 vs. OPGIX (0.36). SMCWX return over 5 years is better than : 14.97 vs. OPGIX (-25.11).
| OPGIX | SMCWX | OPGIX / SMCWX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 35 years | 35 years | - |
| Gain YTD | 8.317 | 12.518 | 66% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 82.2B | 3% |
| Annual Yield % from dividends | 0.01 | 0.57 | 1% |
| Returns for 1 year | 0.36 | 9.80 | 4% |
| Returns for 3 years | 19.26 | 39.31 | 49% |
| Returns for 5 years | -25.11 | 14.97 | -168% |
| Returns for 10 years | 28.10 | 66.33 | 42% |
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