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KGDIX vs SMCWX
KGDIX vs SMCWX Comparison
Open Charts KGDIX vs SMCWX
DWS Global Small Cap Inst
Price$29.75
Change-$0.59 (-1.94%)
VolumeN/A
Net Assets156.09M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
KGDIX vs SMCWX Comparison Chart
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KGDIX vs. SMCWX commentary
Feb 23, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. KGDIX (156M). KGDIX pays higher dividends than SMCWX: KGDIX (0.92) vs SMCWX (0.61). KGDIX was incepted earlier than SMCWX: KGDIX (17 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. KGDIX (24.00). SMCWX has a lower initial minimum investment than KGDIX: SMCWX (250) vs KGDIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 1.53 vs. KGDIX (-0.01). SMCWX return over 5 years is better than : 12.97 vs. KGDIX (-2.32).
| KGDIX | SMCWX | KGDIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | -1.685 | 0.119 | -1,420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 74.4B | 0% |
| Annual Yield % from dividends | 0.92 | 0.61 | 150% |
| Returns for 1 year | -0.01 | 1.53 | -1% |
| Returns for 3 years | -4.44 | 1.16 | -382% |
| Returns for 5 years | -2.32 | 12.97 | -18% |
| Returns for 10 years | -27.60 | 44.71 | -62% |
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