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EEOFX vs SMCWX
EEOFX vs SMCWX Comparison
Open Charts EEOFX vs SMCWX
Pear Tree Essex Environmental Opps Odnry
Price$13.89
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets51.71M
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
EEOFX vs SMCWX Comparison Chart
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EEOFX vs. SMCWX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. EEOFX (51.7M). 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 : 18.31 vs. SMCWX (7.80). EEOFX return over 5 years is better than : 22.92 vs. SMCWX (14.05).
| 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 | 6.193 | 1.261 | 491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 75.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 18.31 | 7.80 | 235% |
| Returns for 3 years | -13.30 | -4.62 | 288% |
| Returns for 5 years | 22.92 | 14.05 | 163% |
| Returns for 10 years | N/A | 54.47 | - |
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