Correlation
The correlation between OIGAX and EFG is 0.77, 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. EFG
Compare and contrast key facts about Invesco Oppenheimer International Growth Fund Class A (OIGAX) and iShares MSCI EAFE Growth ETF (EFG).
OIGAX is managed by Invesco. It was launched on Mar 25, 1996. EFG is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Growth Index. It was launched on Aug 1, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OIGAX or EFG.
Performance
OIGAX vs. EFG - Performance Comparison
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Key characteristics
OIGAX:
0.20
EFG:
0.44
OIGAX:
0.36
EFG:
0.67
OIGAX:
1.05
EFG:
1.09
OIGAX:
0.11
EFG:
0.42
OIGAX:
0.40
EFG:
1.27
OIGAX:
7.14%
EFG:
5.67%
OIGAX:
18.06%
EFG:
19.08%
OIGAX:
-67.35%
EFG:
-58.40%
OIGAX:
-10.69%
EFG:
-0.69%
Returns By Period
In the year-to-date period, OIGAX achieves a 9.27% return, which is significantly lower than EFG's 13.38% return. Over the past 10 years, OIGAX has underperformed EFG with an annualized return of 4.31%, while EFG has yielded a comparatively higher 5.88% annualized return.
OIGAX
9.27%
4.10%
4.37%
2.73%
7.15%
6.63%
4.31%
EFG
13.38%
5.45%
9.33%
7.41%
9.03%
7.79%
5.88%
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OIGAX vs. EFG - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than EFG's 0.40% expense ratio.
Risk-Adjusted Performance
OIGAX vs. EFG — Risk-Adjusted Performance Rank
OIGAX
EFG
OIGAX vs. EFG - 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 Growth ETF (EFG). 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. EFG - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 10.32%, more than EFG's 1.44% 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% |
EFG iShares MSCI EAFE Growth ETF | 1.44% | 1.64% | 1.63% | 1.27% | 1.54% | 0.85% | 1.69% | 1.98% | 1.56% | 2.20% | 1.75% | 2.34% |
Drawdowns
OIGAX vs. EFG - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -67.35%, which is greater than EFG's maximum drawdown of -58.40%. Use the drawdown chart below to compare losses from any high point for OIGAX and EFG.
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Volatility
OIGAX vs. EFG - Volatility Comparison
The current volatility for Invesco Oppenheimer International Growth Fund Class A (OIGAX) is 3.56%, while iShares MSCI EAFE Growth ETF (EFG) has a volatility of 3.85%. This indicates that OIGAX experiences smaller price fluctuations and is considered to be less risky than EFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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