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SCWFX vs WAGOX
SCWFX vs WAGOX Comparison
Open Charts SCWFX vs WAGOX
American Funds SMALLCAP World F1
Price$71.65
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets78.99B
Wasatch Global Opportunities Investor
Price$4.42
Change-$0.05 (-1.12%)
VolumeN/A
Net Assets206.67M
SCWFX vs WAGOX Comparison Chart in %
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SCWFX vs. WAGOX commentary
Jul 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 SCWFX is a Buy and WAGOX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 79B vs. WAGOX (207M). SCWFX pays higher dividends than WAGOX: SCWFX (0.55) vs WAGOX (0.00). SCWFX was incepted earlier than WAGOX: SCWFX (24 years) vs WAGOX (17 years). WAGOX (1.50) is less costly to investors than SCWFX (1.08). SCWFX (32.00) and WAGOX (32.00) have comparable annual turnover. SCWFX has a lower initial minimum investment than WAGOX: SCWFX (250) vs WAGOX (2000). SCWFX annual gain was more profitable for investors over the last year : 5.83 vs. WAGOX (-0.22). WAGOX return over 5 years is better than : 22.87 vs. SCWFX (18.32).
| SCWFX | WAGOX | SCWFX / WAGOX | |
| Total Expense Ratio | 1.08 | 1.50 | 72% |
| Annual Report Gross Expense Ratio | 1.08 | 1.50 | 72% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.366 | 3.953 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79B | 207M | 38,164% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 5.83 | -0.22 | -2,613% |
| Returns for 3 years | 34.33 | 25.21 | 136% |
| Returns for 5 years | 18.32 | 22.87 | 80% |
| Returns for 10 years | 44.03 | 12.69 | 347% |
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