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SFCWX vs SMCFX
SFCWX vs SMCFX Comparison
Open Charts SFCWX vs SMCFX
American Funds SMALLCAP World F3
Price$65.23
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets69.06B
American Funds SMALLCAP World F2
Price$65.66
Change+$0.24 (+0.37%)
VolumeN/A
Net Assets69.06B
SFCWX vs SMCFX Comparison Chart
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SFCWX vs. SMCFX commentary
Apr 29, 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 SFCWX is a Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX (69.1B) and SMCFX (69.1B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCFX: SFCWX (1.04) vs SMCFX (0.92). SFCWX was incepted earlier than SMCFX: SFCWX (8 years) vs SMCFX (17 years). SMCFX (0.76) is less costly to investors than SFCWX (0.65). SFCWX (32.00) and SMCFX (32.00) have comparable annual turnover. SMCFX has a lower initial minimum investment than SFCWX: SMCFX (250) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : -1.21 vs. SMCFX (-1.34). SFCWX (24.75) and SMCFX (24.29) have equivalent 5 years return.
| SFCWX | SMCFX | SFCWX / SMCFX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -5.285 | -5.334 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.1B | 69.1B | 100% |
| Annual Yield % from dividends | 1.04 | 0.92 | 114% |
| Returns for 1 year | -1.21 | -1.34 | 90% |
| Returns for 3 years | 6.61 | 6.38 | 104% |
| Returns for 5 years | 24.75 | 24.29 | 102% |
| Returns for 10 years | N/A | 35.79 | - |
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