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SCWFX vs SMCWX
SCWFX vs SMCWX Comparison
Open Charts SCWFX vs SMCWX
American Funds SMALLCAP World F1
Price$72.75
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets80.59B
American Funds SMALLCAP World A
Price$73.98
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets80.59B
SCWFX vs SMCWX Comparison Chart in %
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SCWFX vs. SMCWX commentary
Sep 04, 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 SCWFX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX (80.6B) and SMCWX (80.6B) have equal amount of cash in the bank . SMCWX pays higher dividends than SCWFX: SMCWX (0.57) vs SCWFX (0.53). SCWFX was incepted earlier than SMCWX: SCWFX (24 years) vs SMCWX (35 years). SCWFX (1.08) and SMCWX (1.04) have similar cost to investors . SCWFX (32.00) and SMCWX (32.00) have comparable annual turnover. SCWFX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCWX (9.90) and SCWFX (9.84) have marching annual gain over last year. SMCWX (15.94) and SCWFX (15.53) have equivalent 5 years return.
| SCWFX | SMCWX | SCWFX / SMCWX | |
| Total Expense Ratio | 1.08 | 1.04 | 104% |
| Annual Report Gross Expense Ratio | 1.08 | 1.04 | 104% |
| Fund Existence | 24 years | 35 years | - |
| Gain YTD | 9.785 | 9.816 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6B | 80.6B | 100% |
| Annual Yield % from dividends | 0.53 | 0.57 | 93% |
| Returns for 1 year | 9.84 | 9.90 | 99% |
| Returns for 3 years | 33.57 | 33.73 | 100% |
| Returns for 5 years | 15.53 | 15.94 | 97% |
| Returns for 10 years | 60.58 | 61.81 | 98% |
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