Ad is loading...
NALFX vs SMCFX
NALFX vs SMCFX Comparison
Open Charts NALFX vs SMCFX
American Funds SMALLCAP World F2
Price$62.24
Change+$1.07 (+1.75%)
VolumeN/A
Net Assets64.58B
NALFX vs SMCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NALFX vs. SMCFX commentary
Apr 12, 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 Hold and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 64.6B vs. NALFX (230M). NALFX pays higher dividends than SMCFX: NALFX (1.93) vs SMCFX (0.92). NALFX was incepted earlier than SMCFX: NALFX (43 years) vs SMCFX (17 years). NALFX (0.96) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. NALFX (7.97). 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 : 1.42 vs. SMCFX (-9.33). SMCFX return over 5 years is better than : 28.66 vs. NALFX (16.05).
| NALFX | SMCFX | NALFX / SMCFX | |
| Total Expense Ratio | 0.96 | 0.76 | 126% |
| Annual Report Gross Expense Ratio | 0.96 | 0.76 | 126% |
| Fund Existence | 43 years | 17 years | - |
| Gain YTD | -0.923 | -10.265 | 9% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 64.6B | 0% |
| Annual Yield % from dividends | 1.93 | 0.92 | 211% |
| Returns for 1 year | 1.42 | -9.33 | -15% |
| Returns for 3 years | -24.23 | -5.31 | 456% |
| Returns for 5 years | 16.05 | 28.66 | 56% |
| Returns for 10 years | 31.52 | 27.70 | 114% |
View a ticker or compare two or three
VS
VS
Ad is loading...