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CAGEX vs OPPAX

Both CAGEX and OPPAX are mutual funds. CAGEX has a lower 5-year return than OPPAX (18.08% vs 18.47%). CAGEX has a higher expense ratio than OPPAX (1.4% vs 1.06%). Below is the comparison between CAGEX and OPPAX.

CAGEX OPPAX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Calamos Invesco
Net Assets $31.20M $7.95B
Expense Ratio 1.40% 1.06%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $2,500.00 $3,000.00
YTD Return 11.56% 14.95%
1-Year Return 2.78% 7.49%
3-Year Return 20.21% 17.06%
5-Year Return 18.08% 18.47%
10-Year Return 11.74% 12.55%

CAGEX description

The Fund seeks long-term capital growth. The Fund invests at least 80% of its net assets in equity securities, including convertible securities in a globally diversified manner, with at least 40% of its assets in securities of foreign issuers.

CAGEX performance & returns

YTD Return 11.56%
1-Month Return 0.70%
3-Month Return 2.78%
1-Year Return 2.78%
3-Year Return 20.21%
5-Year Return 18.08%
10-Year Return 11.74%
CAGEX expense ratio is 1.4%.

CAGEX holdings

Top 10 Holdings (26.85% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 4.91%
Alibaba Group Holding Ltd ADR BABA 3.24%
Reliance Industries Ltd RELIANCE.B 2.78%
Tencent Holdings Ltd 00700 2.52%
Keyence Corp 6861 2.44%
Lululemon Athletica Inc LULU 2.42%
Alcon Inc ALC 2.32%
Microsoft Corp MSFT 2.31%
Novo Nordisk A/S ADR NVO 1.96%
Morgan Stanley Instl Lqudty Govt Instl MVRXX 1.95%

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OPPAX description

The Fund seeks capital appreciation. The Fund invests mainly in common stock of U.S. and foreign companies. The Fund can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets.

OPPAX performance & returns

YTD Return 14.95%
1-Month Return 3.06%
3-Month Return 7.49%
1-Year Return 7.49%
3-Year Return 17.06%
5-Year Return 18.47%
10-Year Return 12.55%
OPPAX expense ratio is 1.06%.

OPPAX holdings

Top 10 Holdings (45.81% of Total Assets)

Name Symbol % Assets
Alphabet Inc A GOOGL 8.13%
Adobe Inc ADBE 5.26%
S&P Global Inc SPGI 4.94%
Facebook Inc A FB 4.84%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 4.39%
JD.com Inc ADR JD 4.31%
Intuit Inc INTU 4.08%
SAP SE SAP.DE 3.38%
PayPal Holdings Inc PYPL 3.28%
Nidec Corp 6594 3.20%

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