AVEAX
Price
$14.17
Change
-$0.81 (-5.41%)
Updated
Apr 3 closing price
Net Assets
58.32M
SMCWX
Price
$61.06
Change
-$2.91 (-4.55%)
Updated
Apr 3 closing price
Net Assets
69.74B
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AVEAX vs SMCWX

Header iconAVEAX vs SMCWX Comparison
Open Charts AVEAX vs SMCWXBanner chart's image
Ave Maria Focused
Price$14.17
Change-$0.81 (-5.41%)
VolumeN/A
Net Assets58.32M
American Funds SMALLCAP World A
Price$61.06
Change-$2.91 (-4.55%)
VolumeN/A
Net Assets69.74B
AVEAX vs SMCWX Comparison Chart
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AVEAX vs. SMCWX commentary
Apr 04, 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 SMCWX is a Hold.

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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 69.7B vs. AVEAX (58.3M). SMCWX pays higher dividends than AVEAX: SMCWX (0.64) vs AVEAX (0.00). AVEAX was incepted earlier than SMCWX: AVEAX (5 years) vs SMCWX (35 years). AVEAX (1.09) and SMCWX (1.04) have similar cost to investors . SMCWX is a more actively managed with annual turnover of: 32.00 vs. AVEAX (22.00). SMCWX has a lower initial minimum investment than AVEAX: SMCWX (250) vs AVEAX (2500). AVEAX annual gain was more profitable for investors over the last year : 9.18 vs. SMCWX (-5.09).
AVEAXSMCWXAVEAX / SMCWX
Total Expense Ratio1.091.04105%
Annual Report Gross Expense Ratio1.091.04105%
Fund Existence5 years35 years-
Gain YTD-2.092-5.07541%
Front LoadN/A6%-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets58.3M69.7B0%
Annual Yield % from dividends0.000.64-
Returns for 1 year9.18-5.09-181%
Returns for 3 years13.83-6.09-227%
Returns for 5 yearsN/A50.73-
Returns for 10 yearsN/A33.86-
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