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NALFX vs SMCWX
NALFX vs SMCWX Comparison
Open Charts NALFX vs SMCWX
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
NALFX vs SMCWX Comparison Chart
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NALFX vs. SMCWX commentary
Dec 19, 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 NALFX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. NALFX (254M). NALFX pays higher dividends than SMCWX: NALFX (3.26) vs SMCWX (0.61). NALFX was incepted earlier than SMCWX: NALFX (42 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. NALFX (7.97). SMCWX has a lower initial minimum investment than NALFX: SMCWX (250) vs NALFX (2500). SMCWX annual gain was more profitable for investors over the last year : 8.61 vs. NALFX (-2.34). SMCWX return over 5 years is better than : 16.64 vs. NALFX (7.40).
| NALFX | SMCWX | NALFX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 35 years | - |
| Gain YTD | -3.309 | 6.128 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 76.3B | 0% |
| Annual Yield % from dividends | 3.26 | 0.61 | 531% |
| Returns for 1 year | -2.34 | 8.61 | -27% |
| Returns for 3 years | -25.54 | -8.09 | 315% |
| Returns for 5 years | 7.40 | 16.64 | 44% |
| Returns for 10 years | 55.89 | 41.97 | 133% |
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