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SFCWX vs VVISX
SFCWX vs VVISX Comparison
Open Charts SFCWX vs VVISX
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
Vulcan Value Partners Small Cap Instl
Price$11.73
Change-$0.28 (-2.33%)
VolumeN/A
Net Assets123.17M
SFCWX vs VVISX Comparison Chart
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SFCWX vs. VVISX commentary
Jun 15, 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 VVISX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. VVISX (123M). VVISX pays higher dividends than SFCWX: VVISX (1.49) vs SFCWX (0.96). SFCWX was incepted earlier than VVISX: SFCWX (8 years) vs VVISX (6 years). VVISX (1.32) is less costly to investors than SFCWX (0.65). VVISX (33.00) and SFCWX (32.00) have comparable annual turnover. SFCWX (1000000) and VVISX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. VVISX (-3.07). SFCWX return over 5 years is better than : 24.23 vs. VVISX (-7.81).
| SFCWX | VVISX | SFCWX / VVISX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.65 | 1.32 | 49% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 3.590 | -1.759 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 123M | 61,382% |
| Annual Yield % from dividends | 0.96 | 1.49 | 65% |
| Returns for 1 year | 5.19 | -3.07 | -169% |
| Returns for 3 years | 31.20 | -6.99 | -446% |
| Returns for 5 years | 24.23 | -7.81 | -310% |
| Returns for 10 years | N/A | N/A | - |
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