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KGDIX vs SFCWX
KGDIX vs SFCWX Comparison
Open Charts KGDIX vs SFCWX
DWS Global Small Cap Inst
Price$31.39
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets165.27M
American Funds SMALLCAP World F3
Price$71.27
Change+$0.16 (+0.23%)
VolumeN/A
Net Assets76.55B
KGDIX vs SFCWX Comparison Chart
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KGDIX vs. SFCWX commentary
Jan 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 KGDIX is a Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.6B vs. KGDIX (165M). SFCWX (0.95) and KGDIX (0.92) have matching dividends . KGDIX was incepted earlier than SFCWX: KGDIX (16 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. KGDIX (24.00). KGDIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 9.40 vs. KGDIX (8.16). SFCWX return over 5 years is better than : 20.22 vs. KGDIX (3.17).
| KGDIX | SFCWX | KGDIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 3.734 | 3.485 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 76.6B | 0% |
| Annual Yield % from dividends | 0.92 | 0.95 | 97% |
| Returns for 1 year | 8.16 | 9.40 | 87% |
| Returns for 3 years | -2.08 | 1.66 | -125% |
| Returns for 5 years | 3.17 | 20.22 | 16% |
| Returns for 10 years | -19.57 | N/A | - |