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OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$44.38
Change+$0.42 (+0.96%)
VolumeN/A
Net Assets2.3B
American Funds SMALLCAP World A
Price$63.97
Change+$0.82 (+1.30%)
VolumeN/A
Net Assets68.86B
OPGIX vs SMCWX Comparison Chart
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OPGIX vs. SMCWX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 68.9B vs. OPGIX (2.3B). SMCWX pays higher dividends than OPGIX: SMCWX (0.64) vs OPGIX (0.01). OPGIX was incepted earlier than SMCWX: OPGIX (34 years) vs SMCWX (35 years). OPGIX (1.13) 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 : -4.58 vs. OPGIX (-10.37). SMCWX return over 5 years is better than : 50.73 vs. OPGIX (1.41).
| OPGIX | SMCWX | OPGIX / SMCWX | |
| Total Expense Ratio | 1.12 | 1.04 | 108% |
| Annual Report Gross Expense Ratio | 1.13 | 1.04 | 109% |
| Fund Existence | 34 years | 35 years | - |
| Gain YTD | -6.488 | -5.075 | 128% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 68.9B | 3% |
| Annual Yield % from dividends | 0.01 | 0.64 | 1% |
| Returns for 1 year | -10.37 | -4.58 | 226% |
| Returns for 3 years | -26.14 | -5.04 | 518% |
| Returns for 5 years | 1.41 | 50.73 | 3% |
| Returns for 10 years | 9.25 | 34.86 | 27% |
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