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SMCWX vs VVPSX
SMCWX vs VVPSX Comparison
Open Charts SMCWX vs VVPSX
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
Vulcan Value Partners Small Cap
Price$13.05
Change+$0.80 (+6.53%)
VolumeN/A
Net Assets118.23M
SMCWX vs VVPSX Comparison Chart in %
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SMCWX vs. VVPSX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. VVPSX (118M). VVPSX pays higher dividends than SMCWX: VVPSX (2.30) vs SMCWX (0.68). SMCWX was incepted earlier than VVPSX: SMCWX (36 years) vs VVPSX (16 years). VVPSX (1.45) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 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 : 13.30 vs. VVPSX (11.79). SMCWX return over 5 years is better than : -7.39 vs. VVPSX (-30.24).
| SMCWX | VVPSX | SMCWX / VVPSX | |
| Total Expense Ratio | 1.03 | 1.15 | 90% |
| Annual Report Gross Expense Ratio | 1.03 | 1.45 | 71% |
| Fund Existence | 36 years | 16 years | - |
| Gain YTD | 4.762 | 3.901 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 118M | 69,831% |
| Annual Yield % from dividends | 0.68 | 2.30 | 30% |
| Returns for 1 year | 13.30 | 11.79 | 113% |
| Returns for 3 years | 24.37 | 14.03 | 174% |
| Returns for 5 years | -7.39 | -30.24 | 24% |
| Returns for 10 years | 104.21 | -5.51 | -1,892% |
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