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APITX vs SCWFX
APITX vs SCWFX Comparison
Open Charts APITX vs SCWFX
American Funds SMALLCAP World F1
Price$68.52
Change-$1.09 (-1.57%)
VolumeN/A
Net Assets76.67B
APITX vs SCWFX Comparison Chart
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APITX vs. SCWFX commentary
Jun 14, 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 APITX is a Buy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 76.7B vs. APITX (88M). SCWFX pays higher dividends than APITX: SCWFX (0.54) vs APITX (0.00). APITX was incepted earlier than SCWFX: APITX (40 years) vs SCWFX (24 years). APITX (2.39) is less costly to investors than SCWFX (1.08). APITX is a more actively managed with annual turnover of: 52.00 vs. SCWFX (32.00). SCWFX has a lower initial minimum investment than APITX: SCWFX (250) vs APITX (1000). SCWFX annual gain was more profitable for investors over the last year : 4.72 vs. APITX (4.09). SCWFX return over 5 years is better than : 21.61 vs. APITX (4.62).
| APITX | SCWFX | APITX / SCWFX | |
| Total Expense Ratio | 2.01 | 1.08 | 186% |
| Annual Report Gross Expense Ratio | 2.39 | 1.08 | 221% |
| Fund Existence | 40 years | 24 years | - |
| Gain YTD | -0.875 | 3.364 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 76.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 4.09 | 4.72 | 87% |
| Returns for 3 years | 33.40 | 29.93 | 112% |
| Returns for 5 years | 4.62 | 21.61 | 21% |
| Returns for 10 years | -9.78 | 37.63 | -26% |