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OPGIX vs SMCWX
OPGIX vs SMCWX Comparison
Open Charts OPGIX vs SMCWX
Invesco Global Opportunities A
Price$47.98
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets2.66B
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets74.8B
OPGIX vs SMCWX Comparison Chart
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OPGIX vs. SMCWX commentary
Jan 19, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.8B vs. OPGIX (2.66B). SMCWX pays higher dividends than OPGIX: SMCWX (0.61) vs OPGIX (0.00). OPGIX was incepted earlier than SMCWX: OPGIX (34 years) vs SMCWX (35 years). OPGIX (29.00) and SMCWX (29.00) have comparable annual turnover. 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 : 7.80 vs. OPGIX (1.57). SMCWX return over 5 years is better than : 14.05 vs. OPGIX (-23.52).
| OPGIX | SMCWX | OPGIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 35 years | - |
| Gain YTD | 2.063 | 1.261 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 74.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 1.57 | 7.80 | 20% |
| Returns for 3 years | -27.89 | -4.62 | 604% |
| Returns for 5 years | -23.52 | 14.05 | -167% |
| Returns for 10 years | 22.98 | 54.47 | 42% |
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