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FBOGX vs SFCWX
FBOGX vs SFCWX Comparison
Open Charts FBOGX vs SFCWX
Templeton Global Smaller Comp R6
Price$9.91
Change+$0.08 (+0.81%)
VolumeN/A
Net Assets816.56M
American Funds SMALLCAP World F3
Price$75.16
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets79.1B
FBOGX vs SFCWX Comparison Chart in %
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FBOGX vs. SFCWX commentary
Jul 11, 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 FBOGX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. FBOGX (817M). FBOGX pays higher dividends than SFCWX: FBOGX (1.45) vs SFCWX (0.94). FBOGX was incepted earlier than SFCWX: FBOGX (12 years) vs SFCWX (8 years). FBOGX (0.96) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. FBOGX (11.95). FBOGX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 10.20 vs. FBOGX (2.74). SFCWX return over 5 years is better than : 21.98 vs. FBOGX (20.38).
| FBOGX | SFCWX | FBOGX / SFCWX | |
| Total Expense Ratio | 0.96 | 0.65 | 148% |
| Annual Report Gross Expense Ratio | 0.96 | 0.65 | 148% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 3.692 | 9.168 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 79.1B | 1% |
| Annual Yield % from dividends | 1.45 | 0.94 | 155% |
| Returns for 1 year | 2.74 | 10.20 | 27% |
| Returns for 3 years | 22.97 | 36.37 | 63% |
| Returns for 5 years | 20.38 | 21.98 | 93% |
| Returns for 10 years | 15.60 | N/A | - |
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