SFCWX vs. AMCPX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds AMCAP Fund Class A (AMCPX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
SFCWX vs. AMCPX - Performance Comparison
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SFCWX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | -0.95% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 12.00% |
Returns By Period
In the year-to-date period, SFCWX achieves a -0.95% return, which is significantly higher than AMCPX's -8.56% return.
SFCWX
- 1D
- 3.47%
- 1M
- -7.80%
- YTD
- -0.95%
- 6M
- 1.31%
- 1Y
- 20.90%
- 3Y*
- 9.28%
- 5Y*
- 0.55%
- 10Y*
- —
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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SFCWX vs. AMCPX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
SFCWX vs. AMCPX — Risk / Return Rank
SFCWX
AMCPX
SFCWX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SFCWX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.77 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.23 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.06 | +0.64 |
Martin ratioReturn relative to average drawdown | 6.53 | 4.25 | +2.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFCWX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.77 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.35 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.58 | -0.14 |
Correlation
The correlation between SFCWX and AMCPX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SFCWX vs. AMCPX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.15%, less than AMCPX's 9.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.15% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
SFCWX vs. AMCPX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for SFCWX and AMCPX.
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Drawdown Indicators
| SFCWX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -62.37% | +22.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -14.18% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -36.90% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.90% | — |
Current DrawdownCurrent decline from peak | -8.75% | -11.01% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -9.60% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.54% | -0.47% |
Volatility
SFCWX vs. AMCPX - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.61% compared to American Funds AMCAP Fund Class A (AMCPX) at 6.69%. This indicates that SFCWX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFCWX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 6.69% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 11.65% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 19.90% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 19.19% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 18.67% | -0.18% |