Ad is loading...
KGDIX vs SMCWX
KGDIX vs SMCWX Comparison
Open Charts KGDIX vs SMCWX
DWS Global Small Cap Inst
Price$31.39
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets165.27M
American Funds SMALLCAP World A
Price$69.72
Change+$0.15 (+0.22%)
VolumeN/A
Net Assets76.55B
KGDIX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KGDIX vs. SMCWX 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.6B vs. KGDIX (165M). KGDIX pays higher dividends than SMCWX: KGDIX (0.92) vs SMCWX (0.61). KGDIX was incepted earlier than SMCWX: KGDIX (16 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 : 8.97 vs. KGDIX (8.16). SMCWX return over 5 years is better than : 18.13 vs. KGDIX (3.17).
| KGDIX | SMCWX | KGDIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 35 years | - |
| Gain YTD | 3.734 | 3.457 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 76.6B | 0% |
| Annual Yield % from dividends | 0.92 | 0.61 | 150% |
| Returns for 1 year | 8.16 | 8.97 | 91% |
| Returns for 3 years | -2.08 | 0.82 | -254% |
| Returns for 5 years | 3.17 | 18.13 | 17% |
| Returns for 10 years | -19.57 | 54.51 | -36% |
View a ticker or compare two or three
VS
VS
Ad is loading...