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EKGIX vs SMCWX
EKGIX vs SMCWX Comparison
Open Charts EKGIX vs SMCWX
Allspring Special Global Small Cap Inst
Price$41.02
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets121.08M
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
EKGIX vs SMCWX Comparison Chart in %
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EKGIX 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 EKGIX is a Hold and SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. EKGIX (121M). SMCWX pays higher dividends than EKGIX: SMCWX (0.57) vs EKGIX (0.44). EKGIX was incepted earlier than SMCWX: EKGIX (15 years) vs SMCWX (35 years). EKGIX (1.23) is less costly to investors than SMCWX (1.04). EKGIX (32.00) and SMCWX (32.00) have comparable annual turnover. SMCWX has a lower initial minimum investment than EKGIX: SMCWX (250) vs EKGIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 12.34 vs. EKGIX (0.86). SMCWX return over 5 years is better than : 17.91 vs. EKGIX (4.49).
| EKGIX | SMCWX | EKGIX / SMCWX | |
| Total Expense Ratio | 1.10 | 1.04 | 106% |
| Annual Report Gross Expense Ratio | 1.23 | 1.04 | 118% |
| Fund Existence | 15 years | 35 years | - |
| Gain YTD | 4.563 | 11.687 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 81.4B | 0% |
| Annual Yield % from dividends | 0.44 | 0.57 | 77% |
| Returns for 1 year | 0.86 | 12.34 | 7% |
| Returns for 3 years | 17.41 | 36.82 | 47% |
| Returns for 5 years | 4.49 | 17.91 | 25% |
| Returns for 10 years | 12.64 | 61.84 | 20% |
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