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SFCWX vs SMCWX
SFCWX vs SMCWX Comparison
Open Charts SFCWX vs SMCWX
American Funds SMALLCAP World F3
Price$69.92
Change-$2.19 (-3.04%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
SFCWX vs SMCWX Comparison Chart
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SFCWX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX (76.3B) and SMCWX (76.3B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCWX: SFCWX (0.95) vs SMCWX (0.61). SFCWX was incepted earlier than SMCWX: SFCWX (8 years) vs SMCWX (35 years). SFCWX (29.00) and SMCWX (29.00) have comparable annual turnover. SMCWX has a lower initial minimum investment than SFCWX: SMCWX (250) vs SFCWX (1000000). SFCWX (9.03) and SMCWX (8.61) have marching annual gain over last year. SFCWX return over 5 years is better than : 18.74 vs. SMCWX (16.64).
| SFCWX | SMCWX | SFCWX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 6.514 | 6.128 | 106% |
| 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 | 0.61 | 154% |
| Returns for 1 year | 9.03 | 8.61 | 105% |
| Returns for 3 years | -7.33 | -8.09 | 91% |
| Returns for 5 years | 18.74 | 16.64 | 113% |
| Returns for 10 years | N/A | 41.97 | - |