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EEOFX vs SFCWX
EEOFX vs SFCWX Comparison
Open Charts EEOFX vs SFCWX
Pear Tree Essex Environmental Opps Odnry
Price$13.54
Change-$0.19 (-1.38%)
VolumeN/A
Net Assets24.24M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
EEOFX vs SFCWX Comparison Chart
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EEOFX vs. SFCWX commentary
Jun 16, 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 EEOFX is a StrongBuy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. EEOFX (24.2M). SFCWX pays higher dividends than EEOFX: SFCWX (0.96) vs EEOFX (0.00). EEOFX was incepted earlier than SFCWX: EEOFX (8 years) vs SFCWX (8 years). EEOFX (1.51) is less costly to investors than SFCWX (0.65). EEOFX is a more actively managed with annual turnover of: 47.00 vs. SFCWX (32.00). EEOFX has a lower initial minimum investment than SFCWX: EEOFX (2500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 5.19 vs. EEOFX (-0.22). EEOFX return over 5 years is better than : 32.62 vs. SFCWX (24.23).
| EEOFX | SFCWX | EEOFX / SFCWX | |
| Total Expense Ratio | 1.24 | 0.65 | 191% |
| Annual Report Gross Expense Ratio | 1.51 | 0.65 | 232% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 3.517 | 3.590 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 75.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | -0.22 | 5.19 | -4% |
| Returns for 3 years | 6.20 | 31.20 | 20% |
| Returns for 5 years | 32.62 | 24.23 | 135% |
| Returns for 10 years | N/A | N/A | - |
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