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AVEAX vs SFCWX
AVEAX vs SFCWX Comparison
Open Charts AVEAX vs SFCWX
Ave Maria Growth Focused
Price$16.80
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets66.75M
American Funds SMALLCAP World F3
Price$74.47
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets78.52B
AVEAX vs SFCWX Comparison Chart in %
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AVEAX vs. SFCWX commentary
Jul 03, 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 AVEAX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.5B vs. AVEAX (66.8M). SFCWX pays higher dividends than AVEAX: SFCWX (0.94) vs AVEAX (0.00). AVEAX was incepted earlier than SFCWX: AVEAX (5 years) vs SFCWX (8 years). AVEAX (1.11) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. AVEAX (22.00). AVEAX has a lower initial minimum investment than SFCWX: AVEAX (2500) vs SFCWX (1000000). AVEAX annual gain was more profitable for investors over the last year : 28.81 vs. SFCWX (11.02). AVEAX return over 5 years is better than : 55.82 vs. SFCWX (23.08).
| AVEAX | SFCWX | AVEAX / SFCWX | |
| Total Expense Ratio | 1.11 | 0.65 | 171% |
| Annual Report Gross Expense Ratio | 1.11 | 0.65 | 171% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.281 | 8.166 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 78.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 28.81 | 11.02 | 261% |
| Returns for 3 years | 62.17 | 35.36 | 176% |
| Returns for 5 years | 55.82 | 23.08 | 242% |
| Returns for 10 years | N/A | N/A | - |
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