Interact to see
Advertisement
Advertisement
LIFEX vs SMCFX
LIFEX vs SMCFX Comparison
Open Charts LIFEX vs SMCFX
Domini Sustainable Solutions Ins
Price$16.12
Change-$0.22 (-1.35%)
VolumeN/A
Net Assets35.85M
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets75.47B
LIFEX vs SMCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 75.5B vs. LIFEX (35.8M). SMCFX pays higher dividends than LIFEX: SMCFX (0.84) vs LIFEX (0.11). LIFEX was incepted earlier than SMCFX: LIFEX (5 years) vs SMCFX (17 years). LIFEX (1.56) is less costly to investors than SMCFX (0.76). LIFEX is a more actively managed with annual turnover of: 45.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than LIFEX: SMCFX (250) vs LIFEX (500000). SMCFX annual gain was more profitable for investors over the last year : 5.08 vs. LIFEX (-1.06). LIFEX return over 5 years is better than : 25.63 vs. SMCFX (23.80).
| LIFEX | SMCFX | LIFEX / SMCFX | |
| Total Expense Ratio | 1.15 | 0.76 | 151% |
| Annual Report Gross Expense Ratio | 1.56 | 0.76 | 205% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 1.300 | 3.540 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 75.5B | 0% |
| Annual Yield % from dividends | 0.11 | 0.84 | 14% |
| Returns for 1 year | -1.06 | 5.08 | -21% |
| Returns for 3 years | 31.86 | 30.92 | 103% |
| Returns for 5 years | 25.63 | 23.80 | 108% |
| Returns for 10 years | N/A | 42.61 | - |