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SFCWX vs SMCFX
SFCWX vs SMCFX Comparison
Open Charts SFCWX vs SMCFX
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets75.47B
SFCWX vs SMCFX Comparison Chart
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SFCWX vs. SMCFX commentary
Jun 15, 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 SFCWX is a StrongBuy and SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX (75.5B) and SMCFX (75.5B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCFX: SFCWX (0.96) vs SMCFX (0.84). SFCWX was incepted earlier than SMCFX: SFCWX (8 years) vs SMCFX (17 years). SMCFX (0.76) is less costly to investors than SFCWX (0.65). SFCWX (32.00) and SMCFX (32.00) have comparable annual turnover. SMCFX has a lower initial minimum investment than SFCWX: SMCFX (250) vs SFCWX (1000000). SFCWX (5.19) and SMCFX (5.08) have marching annual gain over last year. SFCWX (24.23) and SMCFX (23.80) have equivalent 5 years return.
| SFCWX | SMCFX | SFCWX / SMCFX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 3.590 | 3.540 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 75.5B | 100% |
| Annual Yield % from dividends | 0.96 | 0.84 | 114% |
| Returns for 1 year | 5.19 | 5.08 | 102% |
| Returns for 3 years | 31.20 | 30.92 | 101% |
| Returns for 5 years | 24.23 | 23.80 | 102% |
| Returns for 10 years | N/A | 42.61 | - |
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