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NIAGX vs SMCWX
NIAGX vs SMCWX Comparison
Open Charts NIAGX vs SMCWX
Nia Impact Solutions
Price$14.84
Change+$0.21 (+1.44%)
VolumeN/A
Net Assets91.95M
American Funds SMALLCAP World A
Price$75.76
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets81.32B
NIAGX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.3B vs. NIAGX (92M). SMCWX pays higher dividends than NIAGX: SMCWX (0.57) vs NIAGX (0.50). 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 : 16.69 vs. SMCWX (9.24).
| 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 | 20.313 | 12.459 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 81.3B | 0% |
| Annual Yield % from dividends | 0.50 | 0.57 | 88% |
| Returns for 1 year | 16.69 | 9.24 | 181% |
| Returns for 3 years | 58.43 | 44.48 | 131% |
| Returns for 5 years | N/A | 9.62 | - |
| Returns for 10 years | N/A | 64.64 | - |
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