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FSFWX vs SMCFX
FSFWX vs SMCFX Comparison
Open Charts FSFWX vs SMCFX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
American Funds SMALLCAP World F2
Price$76.39
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets81.78B
FSFWX vs SMCFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX (81.8B) and SMCFX (81.8B) have equal amount of cash in the bank . FSFWX pays higher dividends than SMCFX: FSFWX (0.88) vs SMCFX (0.80). FSFWX was incepted earlier than SMCFX: FSFWX (5 years) vs SMCFX (17 years). SMCFX (0.76) is less costly to investors than FSFWX (0.71). FSFWX (32.00) and SMCFX (32.00) have comparable annual turnover. FSFWX (250) and SMCFX (250) have matching initial minimum investment requirements. SMCFX annual gain was more profitable for investors over the last year : 7.76 vs. FSFWX (6.93). SMCFX return over 5 years is better than : 8.87 vs. FSFWX (7.14).
| FSFWX | SMCFX | FSFWX / SMCFX | |
| Total Expense Ratio | 0.71 | 0.76 | 93% |
| Annual Report Gross Expense Ratio | 0.71 | 0.76 | 93% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 10.245 | 12.193 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 81.8B | 100% |
| Annual Yield % from dividends | 0.88 | 0.80 | 110% |
| Returns for 1 year | 6.93 | 7.76 | 89% |
| Returns for 3 years | 31.20 | 31.72 | 98% |
| Returns for 5 years | 7.14 | 8.87 | 81% |
| Returns for 10 years | N/A | 70.27 | - |
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