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OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$50.97
Change-$0.23 (-0.45%)
VolumeN/A
Net Assets2.41B
American Funds SMALLCAP World A
Price$75.44
Change-$0.58 (-0.76%)
VolumeN/A
Net Assets81.39B
OPGIX vs SMCWX Comparison Chart in %
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OPGIX vs. SMCWX commentary
Sep 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. OPGIX (2.41B). 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 : 11.51 vs. OPGIX (3.44). SMCWX return over 5 years is better than : 19.67 vs. OPGIX (-23.35).
| 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 | 8.424 | 11.984 | 70% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 81.4B | 3% |
| Annual Yield % from dividends | 0.01 | 0.57 | 1% |
| Returns for 1 year | 3.44 | 11.51 | 30% |
| Returns for 3 years | 15.27 | 34.55 | 44% |
| Returns for 5 years | -23.35 | 19.67 | -119% |
| Returns for 10 years | 24.57 | 61.04 | 40% |
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