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APITX vs SMCWX
APITX vs SMCWX Comparison
Open Charts APITX vs SMCWX
American Funds SMALLCAP World A
Price$67.91
Change-$0.02 (-0.03%)
VolumeN/A
CapitalizationN/A
APITX vs SMCWX Comparison Chart
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APITX vs. SMCWX commentary
Dec 23, 2024
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 APITX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 73.6B vs. APITX (93.4M). SMCWX pays higher dividends than APITX: SMCWX (0.61) vs APITX (0.00). APITX was incepted earlier than SMCWX: APITX (40 years) vs SMCWX (35 years). APITX is a more actively managed with annual turnover of: 40.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than APITX: SMCWX (250) vs APITX (1000). APITX annual gain was more profitable for investors over the last year : 8.83 vs. SMCWX (4.27). SMCWX return over 5 years is better than : 12.92 vs. APITX (3.68).
| APITX | SMCWX | APITX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 35 years | - |
| Gain YTD | 8.369 | 3.117 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.4M | 73.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 8.83 | 4.27 | 207% |
| Returns for 3 years | -1.55 | -11.74 | 13% |
| Returns for 5 years | 3.68 | 12.92 | 28% |
| Returns for 10 years | -3.13 | 38.25 | -8% |
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