Ad is loading...
KGDIX vs SMCFX
KGDIX vs SMCFX Comparison
Open Charts KGDIX vs SMCFX
DWS Global Small Cap Inst
Price$30.61
Change+$0.22 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F2
Price$70.17
Change+$0.37 (+0.53%)
VolumeN/A
CapitalizationN/A
KGDIX vs SMCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KGDIX vs. SMCFX commentary
Dec 25, 2024
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 SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 74.2B vs. KGDIX (153M). KGDIX pays higher dividends than SMCFX: KGDIX (0.92) vs SMCFX (0.85). KGDIX was incepted earlier than SMCFX: KGDIX (16 years) vs SMCFX (16 years). SMCFX is a more actively managed with annual turnover of: 29.00 vs. KGDIX (24.00). SMCFX has a lower initial minimum investment than KGDIX: SMCFX (250) vs KGDIX (1000000). SMCFX annual gain was more profitable for investors over the last year : 4.47 vs. KGDIX (2.14). SMCFX return over 5 years is better than : 18.93 vs. KGDIX (0.64).
| KGDIX | SMCFX | KGDIX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 1.669 | 3.799 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 74.2B | 0% |
| Annual Yield % from dividends | 0.92 | 0.85 | 109% |
| Returns for 1 year | 2.14 | 4.47 | 48% |
| Returns for 3 years | -12.07 | -12.42 | 97% |
| Returns for 5 years | 0.64 | 18.93 | 3% |
| Returns for 10 years | -22.30 | 56.08 | -40% |
View a ticker or compare two or three
VS
VS
Ad is loading...