EVGIX
Price
$11.69
Change
-$0.38 (-3.15%)
Updated
Feb 26, 6:59 PM EST
SCWCX
Price
$54.35
Change
+$0.06 (+0.11%)
Updated
Feb 26, 6:59 PM EST
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Analysis and predictions EVGIX vs SCWCX

Header iconEVGIX vs SCWCX Comparison
Open Charts EVGIX vs SCWCXBanner chart's image
Evermore Global Value Institutional
Price$11.69
Change-$0.38 (-3.15%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World C
Price$54.35
Change+$0.06 (+0.11%)
VolumeN/A
CapitalizationN/A
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EVGIX vs SCWCX Comparison Chart

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VS
EVGIX vs. SCWCX commentary
Feb 27, 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 EVGIX is a Hold and SCWCX is a Hold.

FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 72.5B vs. EVGIX (91.4M). EVGIX pays higher dividends than SCWCX: EVGIX (2.10) vs SCWCX (0.09). EVGIX was incepted earlier than SCWCX: EVGIX (14 years) vs SCWCX (23 years). SCWCX (1.81) is less costly to investors than EVGIX (1.53). SCWCX is a more actively managed with annual turnover of: 29.00 vs. EVGIX (14.00). SCWCX has a lower initial minimum investment than EVGIX: SCWCX (250) vs EVGIX (1000000). EVGIX IRA initial investment is lower compared to SCWCX: EVGIX (1000000) vs SCWCX (250). SCWCX annual gain was more profitable for investors over the last year : 11.52 vs. EVGIX (9.77). SCWCX return over 5 years is better than : 17.49 vs. EVGIX (-0.02).
EVGIXSCWCXEVGIX / SCWCX
Total Expense Ratio1.371.8176%
Annual Report Gross Expense Ratio1.531.8185%
Fund Existence14 years23 years-
Gain YTD0.0000.966-
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRA1000000250400,000%
Net Assets91.4M72.5B0%
Annual Yield % from dividends2.100.092,337%
Returns for 1 year9.7711.5285%
Returns for 3 years-10.59-22.0348%
Returns for 5 years-0.0217.49-0%
Returns for 10 years13.5015.2389%
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