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KGDIX vs SMCWX
KGDIX vs SMCWX Comparison
Open Charts KGDIX vs SMCWX
DWS Global Small Cap Inst
Price$30.61
Change+$0.22 (+0.72%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.18
Change+$0.36 (+0.53%)
VolumeN/A
CapitalizationN/A
KGDIX vs SMCWX Comparison Chart
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KGDIX vs. SMCWX 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.2B vs. KGDIX (153M). 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 : 4.19 vs. KGDIX (2.14). SMCWX return over 5 years is better than : 17.26 vs. KGDIX (0.64).
| 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 | 1.669 | 3.527 | 47% |
| 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 | 0.61 | 150% |
| Returns for 1 year | 2.14 | 4.19 | 51% |
| Returns for 3 years | -12.07 | -12.96 | 93% |
| Returns for 5 years | 0.64 | 17.26 | 4% |
| Returns for 10 years | -22.30 | 51.83 | -43% |