EVGIX
Price
$11.07
Change
+$0.11 (+1.00%)
Updated
Dec 1, 6:59 PM EST
SCWFX
Price
$61.17
Change
+$0.97 (+1.61%)
Updated
Dec 1, 6:59 PM EST
Ad is loading...

Compare trend and price EVGIX vs SCWFX

Header iconEVGIX vs SCWFX Comparison
Open Charts EVGIX vs SCWFXBanner chart's image
Evermore Global Value Institutional
Price$11.07
Change+$0.11 (+1.00%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F1
Price$61.17
Change+$0.97 (+1.61%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
EVGIX vs SCWFX Comparison Chart

Loading...

VS
EVGIX vs. SCWFX commentary
Dec 04, 2023

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 Buy and SCWFX is a Hold.

FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 67.5B vs. EVGIX (90.5M). EVGIX pays higher dividends than SCWFX: EVGIX (2.23) vs SCWFX (0.00). EVGIX was incepted earlier than SCWFX: EVGIX (14 years) vs SCWFX (23 years). EVGIX (1.48) is less costly to investors than SCWFX (1.06). SCWFX is a more actively managed with annual turnover of: 32.00 vs. EVGIX (14.00). SCWFX has a lower initial minimum investment than EVGIX: SCWFX (250) vs EVGIX (1000000). EVGIX IRA initial investment is lower compared to SCWFX: EVGIX (1000000) vs SCWFX (250). EVGIX annual gain was more profitable for investors over the last year : 10.00 vs. SCWFX (5.41). SCWFX return over 5 years is better than : 29.26 vs. EVGIX (-6.14).
EVGIXSCWFXEVGIX / SCWFX
Total Expense Ratio1.361.06128%
Annual Report Gross Expense Ratio1.481.06140%
Fund Existence14 years23 years-
Gain YTD14.33010.835132%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRA1000000250400,000%
Net Assets90.5M67.5B0%
Annual Yield % from dividends2.230.00-
Returns for 1 year10.005.41185%
Returns for 3 years-4.57-15.4130%
Returns for 5 years-6.1429.26-21%
Returns for 10 years13.4083.2916%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SFIX3.970.23
+6.15%
Stitch Fix
CONN3.490.19
+5.76%
Conn's
DRH8.480.16
+1.92%
DiamondRock Hospitality Company
NOV19.120.30
+1.59%
NOV
SASI3.03-0.68
-18.33%
Sigma Additive Solutions