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GEORX vs SMCWX
GEORX vs SMCWX Comparison
Open Charts GEORX vs SMCWX
Pear Tree Essex Environmental Opps R6
Price$7.17
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets26.06M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
GEORX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.9B vs. GEORX (26.1M). SMCWX pays higher dividends than GEORX: SMCWX (0.57) vs GEORX (0.00). GEORX was incepted earlier than SMCWX: GEORX (4 years) vs SMCWX (36 years). GEORX (1.14) is less costly to investors than SMCWX (1.04). GEORX is a more actively managed with annual turnover of: 60.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than GEORX: SMCWX (250) vs GEORX (100000). GEORX annual gain was more profitable for investors over the last year : 10.66 vs. SMCWX (5.98).
| GEORX | SMCWX | GEORX / SMCWX | |
| Total Expense Ratio | 0.94 | 1.04 | 90% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 4 years | 36 years | - |
| Gain YTD | 17.377 | 8.154 | 213% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 10.66 | 5.98 | 178% |
| Returns for 3 years | 8.32 | 29.35 | 28% |
| Returns for 5 years | N/A | 1.75 | - |
| Returns for 10 years | N/A | 56.75 | - |
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