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SFCWX vs SMCWX
SFCWX vs SMCWX Comparison
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SFCWX vs SMCWX Comparison Chart in %
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SFCWX 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 SFCWX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX (94.3B) and SMCWX (94.3B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCWX: SFCWX (0.92) vs SMCWX (0.61). SFCWX was incepted earlier than SMCWX: SFCWX (10 years) vs SMCWX (36 years). SMCWX (1.03) is less costly to investors than SFCWX (0.65). SFCWX (41.00) and SMCWX (41.00) have comparable annual turnover. SMCWX has a lower initial minimum investment than SFCWX: SMCWX (250) vs SFCWX (1000000). SFCWX (13.30) and SMCWX (12.78) have marching annual gain over last year. SFCWX return over 5 years is better than : -5.06 vs. SMCWX (-6.79).
| SFCWX | SMCWX | SFCWX / SMCWX | |
| Total Expense Ratio | 0.65 | 1.03 | 63% |
| Annual Report Gross Expense Ratio | 0.65 | 1.03 | 63% |
| Fund Existence | 10 years | 36 years | - |
| Gain YTD | 10.588 | 10.342 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 94.3B | 100% |
| Annual Yield % from dividends | 0.92 | 0.61 | 150% |
| Returns for 1 year | 13.30 | 12.78 | 104% |
| Returns for 3 years | 29.10 | 27.52 | 106% |
| Returns for 5 years | -5.06 | -6.79 | 75% |
| Returns for 10 years | N/A | 81.21 | - |
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