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SFCWX vs SMCWX
SFCWX vs SMCWX Comparison
Open Charts SFCWX vs SMCWX
American Funds SMALLCAP World F3
Price$65.44
Change+$0.84 (+1.30%)
VolumeN/A
Net Assets68.86B
American Funds SMALLCAP World A
Price$63.97
Change+$0.82 (+1.30%)
VolumeN/A
Net Assets68.86B
SFCWX vs SMCWX Comparison Chart
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SFCWX vs. SMCWX commentary
Apr 03, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX (68.9B) and SMCWX (68.9B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCWX: SFCWX (1.04) vs SMCWX (0.64). SFCWX was incepted earlier than SMCWX: SFCWX (8 years) vs SMCWX (35 years). SMCWX (1.04) is less costly to investors than SFCWX (0.65). SFCWX (32.00) and SMCWX (32.00) have comparable annual turnover. SMCWX has a lower initial minimum investment than SFCWX: SMCWX (250) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : -4.21 vs. SMCWX (-4.58). SFCWX return over 5 years is better than : 53.43 vs. SMCWX (50.73).
| SFCWX | SMCWX | SFCWX / SMCWX | |
| Total Expense Ratio | 0.65 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.65 | 1.04 | 63% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | -4.980 | -5.075 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9B | 68.9B | 100% |
| Annual Yield % from dividends | 1.04 | 0.64 | 163% |
| Returns for 1 year | -4.21 | -4.58 | 92% |
| Returns for 3 years | -4.24 | -5.04 | 84% |
| Returns for 5 years | 53.43 | 50.73 | 105% |
| Returns for 10 years | N/A | 34.86 | - |
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