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GEOSX vs SFCWX
GEOSX vs SFCWX Comparison
Open Charts GEOSX vs SFCWX
Pear Tree Essex Environmental Opps Ins
Price$13.37
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets37.12M
American Funds SMALLCAP World F3
Price$69.20
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
GEOSX vs SFCWX Comparison Chart
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GEOSX vs. SFCWX commentary
May 24, 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 GEOSX is a StrongBuy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.3B vs. GEOSX (37.1M). SFCWX pays higher dividends than GEOSX: SFCWX (1.02) vs GEOSX (0.00). GEOSX was incepted earlier than SFCWX: GEOSX (8 years) vs SFCWX (8 years). GEOSX (1.25) is less costly to investors than SFCWX (0.65). GEOSX is a more actively managed with annual turnover of: 47.00 vs. SFCWX (32.00). GEOSX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 1.40 vs. GEOSX (-3.91). GEOSX return over 5 years is better than : 35.51 vs. SFCWX (24.66).
| GEOSX | SFCWX | GEOSX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.25 | 0.65 | 192% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 1.350 | 0.508 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 73.3B | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -3.91 | 1.40 | -280% |
| Returns for 3 years | 0.07 | 17.80 | 0% |
| Returns for 5 years | 35.51 | 24.66 | 144% |
| Returns for 10 years | N/A | N/A | - |
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