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FBOGX vs SFCWX
FBOGX vs SFCWX Comparison
Open Charts FBOGX vs SFCWX
Templeton Global Smaller Comp R6
Price$8.69
Change+$0.15 (+1.76%)
VolumeN/A
Net Assets728.34M
American Funds SMALLCAP World F3
Price$65.07
Change+$1.14 (+1.78%)
VolumeN/A
Net Assets67.94B
FBOGX vs SFCWX Comparison Chart
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FBOGX vs. SFCWX commentary
Apr 25, 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: 67.9B vs. FBOGX (728M). FBOGX pays higher dividends than SFCWX: FBOGX (1.57) vs SFCWX (1.04). 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 : -1.46 vs. FBOGX (-7.21). SFCWX return over 5 years is better than : 30.56 vs. FBOGX (24.29).
| 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 | -9.916 | -5.518 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 67.9B | 1% |
| Annual Yield % from dividends | 1.57 | 1.04 | 151% |
| Returns for 1 year | -7.21 | -1.46 | 492% |
| Returns for 3 years | -7.06 | 2.37 | -298% |
| Returns for 5 years | 24.29 | 30.56 | 79% |
| Returns for 10 years | -3.37 | N/A | - |
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