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APITX vs SMCFX
APITX vs SMCFX Comparison
Open Charts APITX vs SMCFX
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets76.67B
APITX vs SMCFX Comparison Chart
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APITX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 76.7B vs. APITX (88M). SMCFX pays higher dividends than APITX: SMCFX (0.84) vs APITX (0.00). APITX was incepted earlier than SMCFX: APITX (40 years) vs SMCFX (17 years). APITX (2.39) is less costly to investors than SMCFX (0.76). APITX is a more actively managed with annual turnover of: 52.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than APITX: SMCFX (250) vs APITX (1000). SMCFX annual gain was more profitable for investors over the last year : 5.04 vs. APITX (4.09). SMCFX return over 5 years is better than : 23.76 vs. APITX (4.62).
| APITX | SMCFX | APITX / SMCFX | |
| Total Expense Ratio | 2.01 | 0.76 | 264% |
| Annual Report Gross Expense Ratio | 2.39 | 0.76 | 314% |
| Fund Existence | 40 years | 17 years | - |
| Gain YTD | -0.875 | 3.503 | -25% |
| 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 | 0.84 | - |
| Returns for 1 year | 4.09 | 5.04 | 81% |
| Returns for 3 years | 33.40 | 30.88 | 108% |
| Returns for 5 years | 4.62 | 23.76 | 19% |
| Returns for 10 years | -9.78 | 42.56 | -23% |
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