Interact to see
Advertisement
Advertisement
SCWFX vs SMCWX
SCWFX vs SMCWX Comparison
Open Charts SCWFX vs SMCWX
SCWFX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SCWFX vs. SMCWX commentary
Aug 03, 2026
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 (94.3B) and SMCWX (94.3B) have equal amount of cash in the bank . SMCWX pays higher dividends than SCWFX: SMCWX (0.61) vs SCWFX (0.58). SCWFX was incepted earlier than SMCWX: SCWFX (25 years) vs SMCWX (36 years). SCWFX (1.07) and SMCWX (1.03) have similar cost to investors . SCWFX (41.00) and SMCWX (41.00) have comparable annual turnover. SCWFX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCWX (12.78) and SCWFX (12.66) have marching annual gain over last year. SMCWX return over 5 years is better than : -6.79 vs. SCWFX (-7.17).
| SCWFX | SMCWX | SCWFX / SMCWX | |
| Total Expense Ratio | 1.07 | 1.03 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 1.03 | 104% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 10.314 | 10.342 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 94.3B | 100% |
| Annual Yield % from dividends | 0.58 | 0.61 | 94% |
| Returns for 1 year | 12.66 | 12.78 | 99% |
| Returns for 3 years | 27.26 | 27.52 | 99% |
| Returns for 5 years | -7.17 | -6.79 | 106% |
| Returns for 10 years | 79.75 | 81.21 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LMVVX | 33.26 | 0.15 | +0.45% |
| Lord Abbett Focused Small Cap Value R5 | |||
| DGLYX | 17.52 | 0.06 | +0.34% |
| BNY Mellon Global Stock - Y | |||
| FTIHX | 19.56 | -0.01 | -0.05% |
| Fidelity Total International Index | |||
| VMSGX | 23.13 | -0.07 | -0.30% |
| VALIC Company I Mid Cap Strategic Gr | |||
| FGDTX | 47.84 | -1.70 | -3.43% |
| Fidelity Advisor Gold M | |||