OPGIX vs. ACEIX
Compare and contrast key facts about Invesco Global Opportunities Fund Class A (OPGIX) and Invesco Equity and Income Fund (ACEIX).
OPGIX is managed by Invesco. It was launched on Oct 22, 1990. ACEIX is managed by Invesco. It was launched on Aug 2, 1960.
Performance
OPGIX vs. ACEIX - Performance Comparison
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OPGIX vs. ACEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
ACEIX Invesco Equity and Income Fund | -1.20% | 12.85% | 11.77% | 10.08% | -7.75% | 18.02% | 9.96% | 19.17% | -9.74% | 10.86% |
Returns By Period
In the year-to-date period, OPGIX achieves a -2.76% return, which is significantly lower than ACEIX's -1.20% return. Over the past 10 years, OPGIX has underperformed ACEIX with an annualized return of 5.38%, while ACEIX has yielded a comparatively higher 8.47% annualized return.
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
ACEIX
- 1D
- -0.37%
- 1M
- -5.34%
- YTD
- -1.20%
- 6M
- 2.41%
- 1Y
- 11.40%
- 3Y*
- 11.00%
- 5Y*
- 6.63%
- 10Y*
- 8.47%
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OPGIX vs. ACEIX - Expense Ratio Comparison
OPGIX has a 1.04% expense ratio, which is higher than ACEIX's 0.78% expense ratio.
Return for Risk
OPGIX vs. ACEIX — Risk / Return Rank
OPGIX
ACEIX
OPGIX vs. ACEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Opportunities Fund Class A (OPGIX) and Invesco Equity and Income Fund (ACEIX). 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.
| OPGIX | ACEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.05 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.47 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.21 | -1.04 |
Martin ratioReturn relative to average drawdown | 0.66 | 5.18 | -4.52 |
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
| OPGIX | ACEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.05 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 0.60 | -0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.66 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.71 | -0.25 |
Correlation
The correlation between OPGIX and ACEIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OPGIX vs. ACEIX - Dividend Comparison
OPGIX's dividend yield for the trailing twelve months is around 0.11%, less than ACEIX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
ACEIX Invesco Equity and Income Fund | 6.98% | 6.87% | 8.28% | 6.91% | 6.65% | 13.74% | 2.94% | 5.53% | 8.91% | 6.73% | 3.94% | 5.17% |
Drawdowns
OPGIX vs. ACEIX - Drawdown Comparison
The maximum OPGIX drawdown since its inception was -62.57%, which is greater than ACEIX's maximum drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for OPGIX and ACEIX.
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Drawdown Indicators
| OPGIX | ACEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.57% | -40.08% | -22.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -8.63% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -52.49% | -16.73% | -35.76% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -30.80% | -23.85% |
Current DrawdownCurrent decline from peak | -42.42% | -5.50% | -36.92% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -4.63% | -11.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 2.01% | +2.31% |
Volatility
OPGIX vs. ACEIX - Volatility Comparison
Invesco Global Opportunities Fund Class A (OPGIX) has a higher volatility of 6.40% compared to Invesco Equity and Income Fund (ACEIX) at 2.88%. This indicates that OPGIX's price experiences larger fluctuations and is considered to be riskier than ACEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPGIX | ACEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 2.88% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 6.13% | +6.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 11.63% | +7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 11.13% | +11.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.50% | 12.84% | +9.66% |