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EEOFX vs SMCWX
EEOFX vs SMCWX Comparison
Open Charts EEOFX vs SMCWX
Pear Tree Essex Environmental Opps Odnry
Price$15.29
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets26.89M
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
EEOFX vs SMCWX Comparison Chart in %
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EEOFX vs. SMCWX commentary
Sep 09, 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 SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. EEOFX (26.9M). SMCWX pays higher dividends than EEOFX: SMCWX (0.57) vs EEOFX (0.00). EEOFX was incepted earlier than SMCWX: EEOFX (8 years) vs SMCWX (35 years). EEOFX (1.55) is less costly to investors than SMCWX (1.04). EEOFX is a more actively managed with annual turnover of: 60.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than EEOFX: SMCWX (250) vs EEOFX (2500). EEOFX annual gain was more profitable for investors over the last year : 20.45 vs. SMCWX (12.34). EEOFX return over 5 years is better than : 27.67 vs. SMCWX (17.91).
| EEOFX | SMCWX | EEOFX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 1.55 | 1.04 | 149% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 18.884 | 11.687 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 81.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 20.45 | 12.34 | 166% |
| Returns for 3 years | 10.75 | 36.82 | 29% |
| Returns for 5 years | 27.67 | 17.91 | 154% |
| Returns for 10 years | N/A | 61.84 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LTTI | 19.58 | 0.26 | +1.34% |
| FT Vest 20+ Year Treasury & Target Income ETF | |||
| DLY | 15.62 | 0.13 | +0.84% |
| DoubleLine Yield Opportunities Fund | |||
| BAMY | 27.26 | 0.01 | +0.04% |
| Brookstone Yield ETF | |||
| XDEC | 39.73 | N/A | -0.01% |
| FT Vest US Eq Enh & Mdt Bfr ETF Dec | |||
| XLI | 150.93 | -0.56 | -0.37% |
| The Industrial Select Sector SPDR® ETF | |||