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SFCWX vs VVISX
SFCWX vs VVISX Comparison
Open Charts SFCWX vs VVISX
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
Vulcan Value Partners Small Cap Instl
Price$12.72
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets130.32M
SFCWX vs VVISX Comparison Chart in %
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SFCWX vs. VVISX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B vs. VVISX (130M). VVISX pays higher dividends than SFCWX: VVISX (1.45) vs SFCWX (0.94). SFCWX was incepted earlier than VVISX: SFCWX (9 years) vs VVISX (6 years). VVISX (1.32) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. VVISX (29.00). SFCWX (1000000) and VVISX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 10.24 vs. VVISX (-2.07). SFCWX return over 5 years is better than : 21.81 vs. VVISX (4.05).
| SFCWX | VVISX | SFCWX / VVISX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.65 | 1.32 | 49% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 9.778 | 6.533 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 130M | 61,385% |
| Annual Yield % from dividends | 0.94 | 1.45 | 65% |
| Returns for 1 year | 10.24 | -2.07 | -494% |
| Returns for 3 years | 33.82 | -0.30 | -11,104% |
| Returns for 5 years | 21.81 | 4.05 | 539% |
| Returns for 10 years | N/A | N/A | - |
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