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SFCWX vs SMCWX
SFCWX vs SMCWX Comparison
Open Charts SFCWX vs SMCWX
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets76.67B
American Funds SMALLCAP World A
Price$69.67
Change-$1.10 (-1.55%)
VolumeN/A
Net Assets76.67B
SFCWX vs SMCWX Comparison Chart
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SFCWX vs. SMCWX commentary
Jun 14, 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 SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX (76.7B) and SMCWX (76.7B) have equal amount of cash in the bank . SFCWX pays higher dividends than SMCWX: SFCWX (0.96) vs SMCWX (0.59). SFCWX was incepted earlier than SMCWX: SFCWX (8 years) vs SMCWX (35 years). SMCWX (1.04) is less costly to investors than SFCWX (0.65). SFCWX (32.00) and SMCWX (32.00) have comparable annual turnover. SMCWX has a lower initial minimum investment than SFCWX: SMCWX (250) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 5.16 vs. SMCWX (4.76). SFCWX return over 5 years is better than : 24.19 vs. SMCWX (22.04).
| SFCWX | SMCWX | SFCWX / SMCWX | |
| Total Expense Ratio | 0.65 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.65 | 1.04 | 63% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 3.557 | 3.383 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7B | 76.7B | 100% |
| Annual Yield % from dividends | 0.96 | 0.59 | 163% |
| Returns for 1 year | 5.16 | 4.76 | 108% |
| Returns for 3 years | 31.15 | 30.08 | 104% |
| Returns for 5 years | 24.19 | 22.04 | 110% |
| Returns for 10 years | N/A | 38.68 | - |
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