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EEOFX vs SFCWX
EEOFX vs SFCWX Comparison
Open Charts EEOFX vs SFCWX
Pear Tree Essex Environmental Opps Odnry
Price$14.42
Change+$0.20 (+1.41%)
VolumeN/A
Net Assets25.42M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
EEOFX vs SFCWX Comparison Chart in %
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EEOFX vs. SFCWX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. EEOFX (25.4M). SFCWX pays higher dividends than EEOFX: SFCWX (0.94) 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 : 10.80 vs. EEOFX (7.77). EEOFX return over 5 years is better than : 37.60 vs. SFCWX (23.80).
| 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 | 10.245 | 8.805 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 7.77 | 10.80 | 72% |
| Returns for 3 years | 14.08 | 36.16 | 39% |
| Returns for 5 years | 37.60 | 23.80 | 158% |
| Returns for 10 years | N/A | N/A | - |
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