OIGAX vs. SICNX
Compare and contrast key facts about Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Schwab International Core Equity Fund (SICNX).
OIGAX is managed by Invesco. It was launched on Mar 25, 1996. SICNX is managed by Charles Schwab. It was launched on May 30, 2008.
Performance
OIGAX vs. SICNX - Performance Comparison
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OIGAX vs. SICNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | -7.58% | 15.86% | -1.85% | 20.93% | -27.31% | 10.38% | 22.11% | 28.62% | -19.53% | 26.61% |
SICNX Schwab International Core Equity Fund | 1.58% | 31.57% | 9.04% | 20.00% | -15.31% | 11.01% | 4.64% | 19.16% | -18.30% | 25.48% |
Returns By Period
In the year-to-date period, OIGAX achieves a -7.58% return, which is significantly lower than SICNX's 1.58% return. Over the past 10 years, OIGAX has underperformed SICNX with an annualized return of 4.75%, while SICNX has yielded a comparatively higher 8.35% annualized return.
OIGAX
- 1D
- 3.14%
- 1M
- -7.10%
- YTD
- -7.58%
- 6M
- -6.98%
- 1Y
- 6.48%
- 3Y*
- 4.71%
- 5Y*
- -0.03%
- 10Y*
- 4.75%
SICNX
- 1D
- 2.79%
- 1M
- -7.54%
- YTD
- 1.58%
- 6M
- 1.58%
- 1Y
- 22.04%
- 3Y*
- 17.29%
- 5Y*
- 9.73%
- 10Y*
- 8.35%
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OIGAX vs. SICNX - Expense Ratio Comparison
OIGAX has a 1.10% expense ratio, which is higher than SICNX's 0.86% expense ratio.
Return for Risk
OIGAX vs. SICNX — Risk / Return Rank
OIGAX
SICNX
OIGAX vs. SICNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Schwab International Core Equity Fund (SICNX). 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.
| OIGAX | SICNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 1.23 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.63 | 1.62 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.65 | -1.34 |
Martin ratioReturn relative to average drawdown | 1.19 | 6.13 | -4.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OIGAX | SICNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 1.23 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.62 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.51 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.25 | +0.12 |
Correlation
The correlation between OIGAX and SICNX is 0.93, 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.
Dividends
OIGAX vs. SICNX - Dividend Comparison
OIGAX's dividend yield for the trailing twelve months is around 47.65%, while SICNX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIGAX Invesco Oppenheimer International Growth Fund Class A | 47.65% | 44.04% | 11.27% | 11.59% | 0.00% | 13.52% | 14.72% | 0.84% | 1.08% | 0.59% | 1.02% | 0.87% |
SICNX Schwab International Core Equity Fund | 0.00% | 0.00% | 2.61% | 2.67% | 3.42% | 2.86% | 1.03% | 3.56% | 2.86% | 2.61% | 2.50% | 2.04% |
Drawdowns
OIGAX vs. SICNX - Drawdown Comparison
The maximum OIGAX drawdown since its inception was -67.43%, which is greater than SICNX's maximum drawdown of -55.78%. Use the drawdown chart below to compare losses from any high point for OIGAX and SICNX.
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Drawdown Indicators
| OIGAX | SICNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -55.78% | -11.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -12.21% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -40.41% | -29.11% | -11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -40.62% | +0.21% |
Current DrawdownCurrent decline from peak | -12.47% | -9.28% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -17.37% | -12.28% | -5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 3.28% | +0.53% |
Volatility
OIGAX vs. SICNX - Volatility Comparison
Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Schwab International Core Equity Fund (SICNX) have volatilities of 7.80% and 7.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIGAX | SICNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 7.99% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 13.12% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 18.25% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 15.92% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 16.40% | +1.99% |