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SCWFX vs WAGOX
SCWFX vs WAGOX Comparison
Open Charts SCWFX vs WAGOX
American Funds SMALLCAP World F1
Price$62.33
Change-$1.78 (-2.78%)
VolumeN/A
Net Assets71.01B
Wasatch Global Opportunities Investor
Price$4.11
Change+$0.01 (+0.24%)
VolumeN/A
Net Assets203.27M
SCWFX vs WAGOX Comparison Chart
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SCWFX vs. WAGOX commentary
Mar 11, 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 Hold and WAGOX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 71B vs. WAGOX (203M). SCWFX pays higher dividends than WAGOX: SCWFX (0.56) vs WAGOX (0.00). SCWFX was incepted earlier than WAGOX: SCWFX (24 years) vs WAGOX (16 years). WAGOX (1.50) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. WAGOX (30.00). 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 : -3.76 vs. WAGOX (-5.73). WAGOX return over 5 years is better than : 26.93 vs. SCWFX (21.34).
| 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 | 16 years | - |
| Gain YTD | -3.289 | -4.419 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71B | 203M | 34,975% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -3.76 | -5.73 | 66% |
| Returns for 3 years | 4.91 | -2.84 | -173% |
| Returns for 5 years | 21.34 | 26.93 | 79% |
| Returns for 10 years | 40.82 | 8.52 | 479% |