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AFGGX vs SMCWX
AFGGX vs SMCWX Comparison
Open Charts AFGGX vs SMCWX
American Funds SMALLCAP World A
Price$72.63
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets78.22B
AFGGX vs SMCWX Comparison Chart in %
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AFGGX vs. SMCWX commentary
Jul 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFGGX is a Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.2B vs. AFGGX (91.3M). SMCWX pays higher dividends than AFGGX: SMCWX (0.59) vs AFGGX (0.39). AFGGX was incepted earlier than SMCWX: AFGGX (21 years) vs SMCWX (35 years). AFGGX (1.31) is less costly to investors than SMCWX (1.04). AFGGX is a more actively managed with annual turnover of: 52.00 vs. SMCWX (32.00). AFGGX (6%) and SMCWX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than AFGGX: SMCWX (250) vs AFGGX (1000). AFGGX annual gain was more profitable for investors over the last year : 10.54 vs. SMCWX (8.46). AFGGX return over 5 years is better than : 20.19 vs. SMCWX (18.01).
| AFGGX | SMCWX | AFGGX / SMCWX | |
| Total Expense Ratio | 1.26 | 1.04 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 21 years | 35 years | - |
| Gain YTD | 5.847 | 7.352 | 80% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 78.2B | 0% |
| Annual Yield % from dividends | 0.39 | 0.59 | 66% |
| Returns for 1 year | 10.54 | 8.46 | 125% |
| Returns for 3 years | 41.05 | 30.59 | 134% |
| Returns for 5 years | 20.19 | 18.01 | 112% |
| Returns for 10 years | 25.11 | 46.01 | 55% |
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