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NIAGX vs SMCWX
NIAGX vs SMCWX Comparison
Open Charts NIAGX vs SMCWX
Nia Impact Solutions
Price$13.80
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets84.47M
American Funds SMALLCAP World A
Price$73.88
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
NIAGX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.3B vs. NIAGX (84.5M). SMCWX pays higher dividends than NIAGX: SMCWX (0.59) vs NIAGX (0.53). NIAGX was incepted earlier than SMCWX: NIAGX (3 years) vs SMCWX (35 years). NIAGX (1.38) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. NIAGX (17.00). SMCWX has a lower initial minimum investment than NIAGX: SMCWX (250) vs NIAGX (1000). NIAGX annual gain was more profitable for investors over the last year : 13.53 vs. SMCWX (10.26).
| NIAGX | SMCWX | NIAGX / SMCWX | |
| Total Expense Ratio | 0.98 | 1.04 | 94% |
| Annual Report Gross Expense Ratio | 1.38 | 1.04 | 133% |
| Fund Existence | 3 years | 35 years | - |
| Gain YTD | 12.500 | 9.668 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.5M | 80.3B | 0% |
| Annual Yield % from dividends | 0.53 | 0.59 | 89% |
| Returns for 1 year | 13.53 | 10.26 | 132% |
| Returns for 3 years | 24.92 | 21.69 | 115% |
| Returns for 5 years | N/A | 15.28 | - |
| Returns for 10 years | N/A | 51.61 | - |
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