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EEOFX vs SMCWX
EEOFX vs SMCWX Comparison
Open Charts EEOFX vs SMCWX
Pear Tree Essex Environmental Opps Odnry
Price$13.02
Change-$0.23 (-1.74%)
VolumeN/A
Net Assets46.07M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
EEOFX vs SMCWX Comparison Chart
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EEOFX vs. SMCWX commentary
Feb 23, 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 EEOFX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. EEOFX (46.1M). SMCWX pays higher dividends than EEOFX: SMCWX (0.61) vs EEOFX (0.00). EEOFX was incepted earlier than SMCWX: EEOFX (7 years) vs SMCWX (35 years). EEOFX is a more actively managed with annual turnover of: 31.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than EEOFX: SMCWX (250) vs EEOFX (2500). EEOFX annual gain was more profitable for investors over the last year : 6.20 vs. SMCWX (1.53). SMCWX (12.97) and EEOFX (12.53) have equivalent 5 years return.
| EEOFX | SMCWX | EEOFX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 35 years | - |
| Gain YTD | -0.459 | 0.119 | -386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.1M | 74.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 6.20 | 1.53 | 405% |
| Returns for 3 years | -10.88 | 1.16 | -937% |
| Returns for 5 years | 12.53 | 12.97 | 97% |
| Returns for 10 years | N/A | 44.71 | - |
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