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FBOGX vs SFCWX
FBOGX vs SFCWX Comparison
Open Charts FBOGX vs SFCWX
Templeton Global Smaller Comp R6
Price$9.80
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets804.31M
American Funds SMALLCAP World F3
Price$74.88
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets79.11B
FBOGX vs SFCWX Comparison Chart in %
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FBOGX vs. SFCWX commentary
Aug 08, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. FBOGX (804M). FBOGX pays higher dividends than SFCWX: FBOGX (1.44) vs SFCWX (0.94). FBOGX was incepted earlier than SFCWX: FBOGX (12 years) vs SFCWX (9 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 : 15.45 vs. FBOGX (3.82). SFCWX return over 5 years is better than : 16.06 vs. FBOGX (12.09).
| 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 | 9 years | - |
| Gain YTD | 2.954 | 8.761 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 79.1B | 1% |
| Annual Yield % from dividends | 1.44 | 0.94 | 153% |
| Returns for 1 year | 3.82 | 15.45 | 25% |
| Returns for 3 years | 13.80 | 24.16 | 57% |
| Returns for 5 years | 12.09 | 16.06 | 75% |
| Returns for 10 years | 15.56 | N/A | - |
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