Correlation
The correlation between OIGAX and EFA is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
OIGAX vs. EFA
Compare and contrast key facts about Invesco Oppenheimer International Growth Fund Class A (OIGAX) and iShares MSCI EAFE ETF (EFA).
OIGAX is managed by Invesco. It was launched on Mar 25, 1996. EFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Aug 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OIGAX or EFA.
Performance
OIGAX vs. EFA - Performance Comparison
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Key characteristics
OIGAX:
0.20
EFA:
0.80
OIGAX:
0.36
EFA:
1.15
OIGAX:
1.05
EFA:
1.16
OIGAX:
0.11
EFA:
0.93
OIGAX:
0.40
EFA:
2.79
OIGAX:
7.14%
EFA:
4.68%
OIGAX:
18.06%
EFA:
17.57%
OIGAX:
-67.35%
EFA:
-61.04%
OIGAX:
-10.69%
EFA:
-0.57%
Returns By Period
In the year-to-date period, OIGAX achieves a 9.27% return, which is significantly lower than EFA's 17.46% return. Over the past 10 years, OIGAX has underperformed EFA with an annualized return of 4.31%, while EFA has yielded a comparatively higher 5.92% annualized return.
OIGAX
9.27%
4.10%
4.37%
2.73%
7.15%
6.63%
4.31%
EFA
17.46%
5.13%
13.99%
12.82%
11.45%
11.45%
5.92%
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OIGAX vs. EFA - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than EFA's 0.32% expense ratio.
Risk-Adjusted Performance
OIGAX vs. EFA — Risk-Adjusted Performance Rank
OIGAX
EFA
OIGAX vs. EFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Oppenheimer International Growth Fund Class A (OIGAX) and iShares MSCI EAFE ETF (EFA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
OIGAX vs. EFA - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 10.32%, more than EFA's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | 10.32% | 11.27% | 11.59% | 0.00% | 13.52% | 14.72% | 0.84% | 1.08% | 0.59% | 1.02% | 0.87% | 0.84% |
EFA iShares MSCI EAFE ETF | 2.76% | 3.24% | 2.98% | 2.69% | 3.33% | 2.13% | 3.10% | 3.39% | 2.57% | 3.07% | 2.76% | 3.72% |
Drawdowns
OIGAX vs. EFA - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -67.35%, which is greater than EFA's maximum drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for OIGAX and EFA.
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Volatility
OIGAX vs. EFA - Volatility Comparison
Invesco Oppenheimer International Growth Fund Class A (OIGAX) has a higher volatility of 3.56% compared to iShares MSCI EAFE ETF (EFA) at 3.25%. This indicates that OIGAX's price experiences larger fluctuations and is considered to be riskier than EFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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