Interact to see
Advertisement
Advertisement
SCWFX vs SMCFX
SCWFX vs SMCFX Comparison
Open Charts SCWFX vs SMCFX
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
American Funds SMALLCAP World F2
Price$77.58
Change+$0.56 (+0.73%)
VolumeN/A
Net Assets81.4B
SCWFX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SCWFX vs. SMCFX commentary
Sep 08, 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 SCWFX is a StrongBuy and SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX (81.4B) and SMCFX (81.4B) have equal amount of cash in the bank . SMCFX pays higher dividends than SCWFX: SMCFX (0.81) vs SCWFX (0.53). SCWFX was incepted earlier than SMCFX: SCWFX (25 years) vs SMCFX (17 years). SCWFX (1.08) is less costly to investors than SMCFX (0.76). SCWFX (32.00) and SMCFX (32.00) have comparable annual turnover. SCWFX (250) and SMCFX (250) have matching initial minimum investment requirements. SMCFX (12.64) and SCWFX (12.29) have marching annual gain over last year. SMCFX return over 5 years is better than : 19.59 vs. SCWFX (17.50).
| SCWFX | SMCFX | SCWFX / SMCFX | |
| Total Expense Ratio | 1.08 | 0.76 | 142% |
| Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 11.656 | 11.890 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 81.4B | 100% |
| Annual Yield % from dividends | 0.53 | 0.81 | 66% |
| Returns for 1 year | 12.29 | 12.64 | 97% |
| Returns for 3 years | 36.64 | 37.66 | 97% |
| Returns for 5 years | 17.50 | 19.59 | 89% |
| Returns for 10 years | 60.59 | 66.37 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVES | 56.16 | 0.72 | +1.30% |
| Avantis Emerging Markets Value ETF | |||
| MNBD | 25.68 | 0.11 | +0.42% |
| ALPS Intermediate Municipal Bond ETF | |||
| OPTZ | 33.92 | N/A | N/A |
| Optimize Strategy Index ETF | |||
| USMV | 93.99 | -0.22 | -0.23% |
| iShares MSCI USA Min Vol Factor ETF | |||
| SPUU | 169.37 | -1.33 | -0.78% |
| Direxion Daily S&P 500® Bull 2X ETF | |||