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SMCWX vs VVPSX
SMCWX vs VVPSX Comparison
Open Charts SMCWX vs VVPSX
American Funds SMALLCAP World A
Price$75.76
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets81.32B
Vulcan Value Partners Small Cap
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets117.1M
SMCWX vs VVPSX Comparison Chart in %
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SMCWX vs. VVPSX commentary
Oct 09, 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 Buy and VVPSX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.3B vs. VVPSX (117M). VVPSX pays higher dividends than SMCWX: VVPSX (1.11) 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 : 9.24 vs. VVPSX (-1.92). SMCWX return over 5 years is better than : 9.62 vs. VVPSX (-8.91).
| 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 | 12.459 | 4.315 | 289% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.3B | 117M | 69,487% |
| Annual Yield % from dividends | 0.57 | 1.11 | 51% |
| Returns for 1 year | 9.24 | -1.92 | -481% |
| Returns for 3 years | 44.48 | 16.62 | 268% |
| Returns for 5 years | 9.62 | -8.91 | -108% |
| Returns for 10 years | 64.64 | -27.57 | -234% |
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