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EKGAX vs SMCWX
EKGAX vs SMCWX Comparison
Open Charts EKGAX vs SMCWX
Allspring Special Global Small Cap A
Price$36.62
Change-$1.05 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
EKGAX vs SMCWX Comparison Chart
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EKGAX vs. SMCWX commentary
Dec 19, 2024
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 EKGAX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. EKGAX (132M). SMCWX pays higher dividends than EKGAX: SMCWX (0.61) vs EKGAX (0.00). EKGAX was incepted earlier than SMCWX: EKGAX (37 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. EKGAX (15.00). SMCWX has a lower initial minimum investment than EKGAX: SMCWX (250) vs EKGAX (1000). SMCWX annual gain was more profitable for investors over the last year : 8.61 vs. EKGAX (0.61). SMCWX return over 5 years is better than : 16.64 vs. EKGAX (-7.25).
| EKGAX | SMCWX | EKGAX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 35 years | - |
| Gain YTD | -1.619 | 6.128 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 76.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 0.61 | 8.61 | 7% |
| Returns for 3 years | -15.93 | -8.09 | 197% |
| Returns for 5 years | -7.25 | 16.64 | -44% |
| Returns for 10 years | 4.70 | 41.97 | 11% |