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EKGIX vs SFCWX
EKGIX vs SFCWX Comparison
Open Charts EKGIX vs SFCWX
Allspring Special Global Small Cap Inst
Price$36.36
Change+$0.25 (+0.69%)
VolumeN/A
Net Assets109.57M
American Funds SMALLCAP World F3
Price$62.72
Change+$0.58 (+0.93%)
VolumeN/A
Net Assets66.08B
EKGIX vs SFCWX Comparison Chart
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EKGIX vs. SFCWX commentary
Apr 18, 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 EKGIX is a Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 66.1B vs. EKGIX (110M). SFCWX pays higher dividends than EKGIX: SFCWX (1.04) vs EKGIX (0.48). EKGIX was incepted earlier than SFCWX: EKGIX (15 years) vs SFCWX (8 years). EKGIX (1.23) is less costly to investors than SFCWX (0.65). EKGIX (32.00) and SFCWX (32.00) have comparable annual turnover. EKGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : -3.64 vs. EKGIX (-7.48). SFCWX return over 5 years is better than : 26.47 vs. EKGIX (8.35).
| EKGIX | SFCWX | EKGIX / SFCWX | |
| Total Expense Ratio | 1.15 | 0.65 | 177% |
| Annual Report Gross Expense Ratio | 1.23 | 0.65 | 189% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -7.953 | -8.930 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 66.1B | 0% |
| Annual Yield % from dividends | 0.48 | 1.04 | 46% |
| Returns for 1 year | -7.48 | -3.64 | 206% |
| Returns for 3 years | -11.11 | -3.52 | 316% |
| Returns for 5 years | 8.35 | 26.47 | 32% |
| Returns for 10 years | -7.20 | N/A | - |
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