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AGCVX vs SMCWX
AGCVX vs SMCWX Comparison
Open Charts AGCVX vs SMCWX
American Century Global Small Cap I
Price$16.97
Change-$0.64 (-3.63%)
VolumeN/A
Net Assets74.79M
American Funds SMALLCAP World A
Price$63.37
Change-$1.81 (-2.78%)
VolumeN/A
Net Assets71.01B
AGCVX vs SMCWX Comparison Chart
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AGCVX vs. SMCWX commentary
Mar 11, 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 AGCVX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 71B vs. AGCVX (74.8M). AGCVX pays higher dividends than SMCWX: AGCVX (2.24) vs SMCWX (0.61). AGCVX was incepted earlier than SMCWX: AGCVX (9 years) vs SMCWX (35 years). AGCVX (1.11) is less costly to investors than SMCWX (1.04). AGCVX is a more actively managed with annual turnover of: 109.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than AGCVX: SMCWX (250) vs AGCVX (2500). AGCVX annual gain was more profitable for investors over the last year : 0.06 vs. SMCWX (-3.72). SMCWX (21.76) and AGCVX (21.58) have equivalent 5 years return.
| AGCVX | SMCWX | AGCVX / SMCWX | |
| Total Expense Ratio | 1.11 | 1.04 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 1.04 | 107% |
| Fund Existence | 9 years | 35 years | - |
| Gain YTD | -5.221 | -3.279 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 71B | 0% |
| Annual Yield % from dividends | 2.24 | 0.61 | 366% |
| Returns for 1 year | 0.06 | -3.72 | -2% |
| Returns for 3 years | 4.13 | 5.04 | 82% |
| Returns for 5 years | 21.58 | 21.76 | 99% |
| Returns for 10 years | N/A | 41.87 | - |
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