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SMCFX vs SMCWX
SMCFX vs SMCWX Comparison
Open Charts SMCFX vs SMCWX
American Funds SMALLCAP World F2
Price$66.05
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets69.33B
American Funds SMALLCAP World A
Price$64.12
Change+$0.37 (+0.58%)
VolumeN/A
Net Assets69.33B
SMCFX vs SMCWX Comparison Chart
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SMCFX vs. SMCWX commentary
Apr 30, 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 SMCFX is a Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX (69.3B) and SMCWX (69.3B) have equal amount of cash in the bank . SMCFX pays higher dividends than SMCWX: SMCFX (0.92) vs SMCWX (0.64). SMCFX was incepted earlier than SMCWX: SMCFX (17 years) vs SMCWX (35 years). SMCWX (1.04) is less costly to investors than SMCFX (0.76). SMCFX (32.00) and SMCWX (32.00) have comparable annual turnover. SMCFX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCFX annual gain was more profitable for investors over the last year : -1.52 vs. SMCWX (-1.78). SMCFX return over 5 years is better than : 26.65 vs. SMCWX (24.87).
| SMCFX | SMCWX | SMCFX / SMCWX | |
| Total Expense Ratio | 0.76 | 1.04 | 73% |
| Annual Report Gross Expense Ratio | 0.76 | 1.04 | 73% |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | -4.772 | -4.852 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.3B | 69.3B | 100% |
| Annual Yield % from dividends | 0.92 | 0.64 | 143% |
| Returns for 1 year | -1.52 | -1.78 | 85% |
| Returns for 3 years | 7.01 | 6.34 | 111% |
| Returns for 5 years | 26.65 | 24.87 | 107% |
| Returns for 10 years | 36.59 | 32.88 | 111% |
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