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NIAGX vs SMCWX
NIAGX vs SMCWX Comparison
Open Charts NIAGX vs SMCWX
Nia Impact Solutions
Price$14.40
Change-$0.39 (-2.64%)
VolumeN/A
Net Assets96.37M
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
NIAGX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. NIAGX (96.4M). SMCWX pays higher dividends than NIAGX: SMCWX (0.68) vs NIAGX (0.26). NIAGX was incepted earlier than SMCWX: NIAGX (4 years) vs SMCWX (36 years). NIAGX (1.38) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. NIAGX (17.00). SMCWX has a lower initial minimum investment than NIAGX: SMCWX (250) vs NIAGX (1000). SMCWX (13.30) and NIAGX (12.79) have marching annual gain over last year.
| NIAGX | SMCWX | NIAGX / SMCWX | |
| Total Expense Ratio | 0.98 | 1.03 | 95% |
| Annual Report Gross Expense Ratio | 1.38 | 1.03 | 134% |
| Fund Existence | 4 years | 36 years | - |
| Gain YTD | 2.128 | 4.762 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 82.4B | 0% |
| Annual Yield % from dividends | 0.26 | 0.68 | 38% |
| Returns for 1 year | 12.79 | 13.30 | 96% |
| Returns for 3 years | 35.66 | 24.37 | 146% |
| Returns for 5 years | N/A | -7.39 | - |
| Returns for 10 years | N/A | 104.21 | - |
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