SMCWX vs. ETILX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and Eventide Gilead Class I (ETILX).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. ETILX is managed by Eventide Funds.
Performance
SMCWX vs. ETILX - Performance Comparison
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SMCWX vs. ETILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
ETILX Eventide Gilead Class I | -6.85% | 23.77% | -0.03% | 22.76% | -34.03% | 11.44% | 55.44% | 34.11% | -2.35% | 33.09% |
Returns By Period
In the year-to-date period, SMCWX achieves a -1.05% return, which is significantly higher than ETILX's -6.85% return. Over the past 10 years, SMCWX has underperformed ETILX with an annualized return of 9.04%, while ETILX has yielded a comparatively higher 11.91% annualized return.
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
ETILX
- 1D
- 4.16%
- 1M
- -6.72%
- YTD
- -6.85%
- 6M
- -2.01%
- 1Y
- 25.57%
- 3Y*
- 9.19%
- 5Y*
- 0.47%
- 10Y*
- 11.91%
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SMCWX vs. ETILX - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is lower than ETILX's 1.11% expense ratio.
Return for Risk
SMCWX vs. ETILX — Risk / Return Rank
SMCWX
ETILX
SMCWX vs. ETILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and Eventide Gilead Class I (ETILX). 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.
| SMCWX | ETILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.13 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.67 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.69 | -0.03 |
Martin ratioReturn relative to average drawdown | 6.37 | 6.67 | -0.29 |
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
| SMCWX | ETILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.13 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.02 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.54 | +0.03 |
Correlation
The correlation between SMCWX and ETILX is 0.87, 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
SMCWX vs. ETILX - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, less than ETILX's 12.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
ETILX Eventide Gilead Class I | 12.95% | 12.07% | 1.25% | 0.00% | 5.36% | 6.30% | 0.79% | 3.14% | 5.31% | 0.00% | 0.00% | 1.13% |
Drawdowns
SMCWX vs. ETILX - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than ETILX's maximum drawdown of -41.30%. Use the drawdown chart below to compare losses from any high point for SMCWX and ETILX.
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Drawdown Indicators
| SMCWX | ETILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -41.30% | -21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -14.40% | +2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -41.30% | +1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -41.30% | +1.51% |
Current DrawdownCurrent decline from peak | -10.12% | -13.49% | +3.37% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -11.60% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.66% | -0.58% |
Volatility
SMCWX vs. ETILX - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class A (SMCWX) is 7.62%, while Eventide Gilead Class I (ETILX) has a volatility of 8.27%. This indicates that SMCWX experiences smaller price fluctuations and is considered to be less risky than ETILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCWX | ETILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 8.27% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 14.01% | -2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 22.49% | -4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 24.30% | -6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 23.40% | -5.64% |