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SMCWX vs VVPSX
SMCWX vs VVPSX Comparison
Open Charts SMCWX vs VVPSX
American Funds SMALLCAP World A
Price$74.65
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
Vulcan Value Partners Small Cap
Price$12.28
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets116.49M
SMCWX vs VVPSX Comparison Chart in %
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SMCWX vs. VVPSX commentary
Oct 19, 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 SMCWX is a Hold and VVPSX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.9B vs. VVPSX (116M). VVPSX pays higher dividends than SMCWX: VVPSX (1.11) vs SMCWX (0.57). SMCWX was incepted earlier than VVPSX: SMCWX (35 years) vs VVPSX (16 years). VVPSX (1.45) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. VVPSX (29.00). SMCWX has a lower initial minimum investment than VVPSX: SMCWX (250) vs VVPSX (5000). SMCWX annual gain was more profitable for investors over the last year : 6.40 vs. VVPSX (-5.23). SMCWX return over 5 years is better than : 8.37 vs. VVPSX (-8.62).
| SMCWX | VVPSX | SMCWX / VVPSX | |
| Total Expense Ratio | 1.04 | 1.15 | 90% |
| Annual Report Gross Expense Ratio | 1.04 | 1.45 | 72% |
| Fund Existence | 35 years | 16 years | - |
| Gain YTD | 10.811 | 3.892 | 278% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 116M | 69,741% |
| Annual Yield % from dividends | 0.57 | 1.11 | 51% |
| Returns for 1 year | 6.40 | -5.23 | -123% |
| Returns for 3 years | 40.93 | 14.97 | 273% |
| Returns for 5 years | 8.37 | -8.62 | -97% |
| Returns for 10 years | 62.33 | -26.36 | -236% |
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