SICNX vs. OIGAX
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and Invesco Oppenheimer International Growth Fund Class A (OIGAX).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. OIGAX is managed by Invesco. It was launched on Mar 25, 1996.
Performance
SICNX vs. OIGAX - Performance Comparison
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SICNX vs. OIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, SICNX achieves a 1.58% return, which is significantly higher than OIGAX's -7.58% return. Over the past 10 years, SICNX has outperformed OIGAX with an annualized return of 8.35%, while OIGAX has yielded a comparatively lower 4.75% annualized return.
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%
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%
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SICNX vs. OIGAX - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is lower than OIGAX's 1.10% expense ratio.
Return for Risk
SICNX vs. OIGAX — Risk / Return Rank
SICNX
OIGAX
SICNX vs. OIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and Invesco Oppenheimer International Growth Fund Class A (OIGAX). 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.
| SICNX | OIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.36 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.63 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 0.31 | +1.34 |
Martin ratioReturn relative to average drawdown | 6.13 | 1.19 | +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
| SICNX | OIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.36 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | -0.00 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.26 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.37 | -0.12 |
Correlation
The correlation between SICNX and OIGAX 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
SICNX vs. OIGAX - Dividend Comparison
SICNX has not paid dividends to shareholders, while OIGAX's dividend yield for the trailing twelve months is around 47.65%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SICNX vs. OIGAX - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.78%, smaller than the maximum OIGAX drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for SICNX and OIGAX.
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Drawdown Indicators
| SICNX | OIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.78% | -67.43% | +11.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.21% | -14.61% | +2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -29.11% | -40.41% | +11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -40.62% | -40.41% | -0.21% |
Current DrawdownCurrent decline from peak | -9.28% | -12.47% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -12.28% | -17.37% | +5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.81% | -0.53% |
Volatility
SICNX vs. OIGAX - Volatility Comparison
Schwab International Core Equity Fund (SICNX) and Invesco Oppenheimer International Growth Fund Class A (OIGAX) have volatilities of 7.99% and 7.80%, 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
| SICNX | OIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 7.80% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.12% | 12.08% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 18.03% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.92% | 18.70% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 18.39% | -1.99% |