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APITX vs SMCWX
APITX vs SMCWX Comparison
Open Charts APITX vs SMCWX
American Funds SMALLCAP World A
Price$69.56
Change+$1.32 (+1.93%)
VolumeN/A
Net Assets75.12B
APITX vs SMCWX Comparison Chart
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APITX vs. SMCWX commentary
Jan 22, 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 APITX is a StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. APITX (96.9M). 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 : 14.02 vs. SMCWX (8.00). SMCWX return over 5 years is better than : 17.11 vs. APITX (6.21).
| 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 | 6.126 | 3.220 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 75.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 14.02 | 8.00 | 175% |
| Returns for 3 years | 14.70 | 0.39 | 3,818% |
| Returns for 5 years | 6.21 | 17.11 | 36% |
| Returns for 10 years | 2.93 | 55.38 | 5% |