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EKGIX vs SFCWX
EKGIX vs SFCWX Comparison
Open Charts EKGIX vs SFCWX
Allspring Special Global Small Cap Inst
Price$40.24
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets128.5M
American Funds SMALLCAP World F3
Price$71.05
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets75.73B
EKGIX vs SFCWX Comparison Chart
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EKGIX vs. SFCWX commentary
Jan 31, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.7B vs. EKGIX (129M). SFCWX pays higher dividends than EKGIX: SFCWX (0.95) vs EKGIX (0.00). EKGIX was incepted earlier than SFCWX: EKGIX (15 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. EKGIX (15.00). EKGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 9.33 vs. EKGIX (-0.48). SFCWX return over 5 years is better than : 22.90 vs. EKGIX (-3.52).
| EKGIX | SFCWX | EKGIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 1.835 | 3.165 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | -0.48 | 9.33 | -5% |
| Returns for 3 years | -10.27 | 0.66 | -1,564% |
| Returns for 5 years | -3.52 | 22.90 | -15% |
| Returns for 10 years | 10.60 | N/A | - |
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