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AVEAX vs SMCWX
AVEAX vs SMCWX Comparison
Open Charts AVEAX vs SMCWX
Ave Maria Growth Focused
Price$17.96
Change+$0.22 (+1.24%)
VolumeN/A
Net Assets77.16M
American Funds SMALLCAP World A
Price$74.58
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets80.43B
AVEAX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.4B vs. AVEAX (77.2M). SMCWX pays higher dividends than AVEAX: SMCWX (0.57) vs AVEAX (0.00). AVEAX was incepted earlier than SMCWX: AVEAX (5 years) vs SMCWX (35 years). AVEAX (1.11) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. AVEAX (22.00). SMCWX has a lower initial minimum investment than AVEAX: SMCWX (250) vs AVEAX (2500). AVEAX annual gain was more profitable for investors over the last year : 29.28 vs. SMCWX (5.79). AVEAX return over 5 years is better than : 61.81 vs. SMCWX (16.45).
| AVEAX | SMCWX | AVEAX / SMCWX | |
| Total Expense Ratio | 1.11 | 1.04 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 1.04 | 107% |
| Fund Existence | 5 years | 35 years | - |
| Gain YTD | 16.863 | 10.707 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 80.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 29.28 | 5.79 | 505% |
| Returns for 3 years | 100.00 | 45.43 | 220% |
| Returns for 5 years | 61.81 | 16.45 | 376% |
| Returns for 10 years | N/A | 71.06 | - |
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