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SFCWX vs SMCFX
SFCWX vs SMCFX Comparison
Open Charts SFCWX vs SMCFX
American Funds SMALLCAP World F3
Price$69.92
Change-$2.19 (-3.04%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F2
Price$70.34
Change-$2.20 (-3.03%)
VolumeN/A
CapitalizationN/A
SFCWX vs SMCFX Comparison Chart
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SFCWX vs. SMCFX 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 SFCWX is a Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX (76.3B) and SMCFX (76.3B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCFX: SFCWX (0.95) vs SMCFX (0.85). SFCWX was incepted earlier than SMCFX: SFCWX (8 years) vs SMCFX (16 years). SFCWX (29.00) and SMCFX (29.00) have comparable annual turnover. SMCFX has a lower initial minimum investment than SFCWX: SMCFX (250) vs SFCWX (1000000). SFCWX (9.03) and SMCFX (8.90) have marching annual gain over last year. SFCWX (18.74) and SMCFX (18.38) have equivalent 5 years return.
| SFCWX | SMCFX | SFCWX / SMCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 6.514 | 6.395 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3B | 76.3B | 100% |
| Annual Yield % from dividends | 0.95 | 0.85 | 112% |
| Returns for 1 year | 9.03 | 8.90 | 101% |
| Returns for 3 years | -7.33 | -7.54 | 97% |
| Returns for 5 years | 18.74 | 18.38 | 102% |
| Returns for 10 years | N/A | 46.01 | - |