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SMCWX vs VVPSX
SMCWX vs VVPSX Comparison
Open Charts SMCWX vs VVPSX
American Funds SMALLCAP World A
Price$75.62
Change-$0.26 (-0.34%)
VolumeN/A
Net Assets81.91B
Vulcan Value Partners Small Cap
Price$12.82
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets125.21M
SMCWX vs VVPSX Comparison Chart in %
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SMCWX vs. VVPSX commentary
Sep 18, 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 SMCWX is a Hold and VVPSX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.9B vs. VVPSX (125M). VVPSX pays higher dividends than SMCWX: VVPSX (1.07) vs SMCWX (0.57). SMCWX was incepted earlier than VVPSX: SMCWX (35 years) vs VVPSX (16 years). VVPSX (1.27) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. VVPSX (29.00). SMCWX has a lower initial minimum investment than VVPSX: SMCWX (250) vs VVPSX (5000). SMCWX annual gain was more profitable for investors over the last year : 9.52 vs. VVPSX (0.63). SMCWX return over 5 years is better than : 16.54 vs. VVPSX (-2.01).
| SMCWX | VVPSX | SMCWX / VVPSX | |
| Total Expense Ratio | 1.04 | 1.25 | 83% |
| Annual Report Gross Expense Ratio | 1.04 | 1.27 | 82% |
| Fund Existence | 35 years | 16 years | - |
| Gain YTD | 12.251 | 8.714 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9B | 125M | 65,520% |
| Annual Yield % from dividends | 0.57 | 1.07 | 53% |
| Returns for 1 year | 9.52 | 0.63 | 1,509% |
| Returns for 3 years | 37.31 | 9.68 | 385% |
| Returns for 5 years | 16.54 | -2.01 | -825% |
| Returns for 10 years | 61.36 | -21.21 | -289% |
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