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APFDX vs SMCWX
APFDX vs SMCWX Comparison
Open Charts APFDX vs SMCWX
APFDX vs SMCWX Comparison Chart in %
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APFDX vs. SMCWX commentary
Jun 03, 2026
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 APFDX is a Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. APFDX (116M). SMCWX pays higher dividends than APFDX: SMCWX (0.63) vs APFDX (0.00). APFDX was incepted earlier than SMCWX: APFDX (9 years) vs SMCWX (36 years). APFDX (1.44) is less costly to investors than SMCWX (1.03). APFDX is a more actively managed with annual turnover of: 67.34 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than APFDX: SMCWX (250) vs APFDX (1000). SMCWX annual gain was more profitable for investors over the last year : 20.50 vs. APFDX (-5.61). SMCWX return over 5 years is better than : -2.89 vs. APFDX (-4.69).
| APFDX | SMCWX | APFDX / SMCWX | |
| Total Expense Ratio | 1.41 | 1.03 | 137% |
| Annual Report Gross Expense Ratio | 1.44 | 1.03 | 140% |
| Fund Existence | 9 years | 36 years | - |
| Gain YTD | 4.427 | 12.075 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | -5.61 | 20.50 | -27% |
| Returns for 3 years | 23.17 | 37.36 | 62% |
| Returns for 5 years | -4.69 | -2.89 | 162% |
| Returns for 10 years | N/A | 88.69 | - |
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