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NALFX vs SMCFX
NALFX vs SMCFX Comparison
Open Charts NALFX vs SMCFX
American Funds SMALLCAP World F2
Price$75.39
Change+$0.43 (+0.57%)
VolumeN/A
Net Assets78.69B
NALFX vs SMCFX Comparison Chart in %
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NALFX vs. SMCFX commentary
Jul 05, 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 NALFX is a Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 78.7B vs. NALFX (270M). NALFX pays higher dividends than SMCFX: NALFX (1.71) vs SMCFX (0.83). NALFX was incepted earlier than SMCFX: NALFX (43 years) vs SMCFX (17 years). NALFX (1.03) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. NALFX (5.94). SMCFX has a lower initial minimum investment than NALFX: SMCFX (250) vs NALFX (2500). NALFX annual gain was more profitable for investors over the last year : 16.75 vs. SMCFX (10.67). SMCFX (23.35) and NALFX (23.07) have equivalent 5 years return.
| NALFX | SMCFX | NALFX / SMCFX | |
| Total Expense Ratio | 1.03 | 0.76 | 136% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 43 years | 17 years | - |
| Gain YTD | 21.028 | 8.732 | 241% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 78.7B | 0% |
| Annual Yield % from dividends | 1.71 | 0.83 | 205% |
| Returns for 1 year | 16.75 | 10.67 | 157% |
| Returns for 3 years | -1.59 | 35.86 | -4% |
| Returns for 5 years | 23.07 | 23.35 | 99% |
| Returns for 10 years | 65.72 | 51.92 | 127% |
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