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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$71.55
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets75.73B
Wasatch Global Opportunities Investor
Price$4.58
Change+$0.07 (+1.55%)
VolumeN/A
Net Assets225.52M
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
Jan 31, 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 SMCFX is a Buy and WAGOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 75.7B vs. WAGOX (226M). SMCFX pays higher dividends than WAGOX: SMCFX (0.85) vs WAGOX (0.00). SMCFX was incepted earlier than WAGOX: SMCFX (17 years) vs WAGOX (16 years). WAGOX (30.00) and SMCFX (29.00) have comparable annual turnover. SMCFX has a lower initial minimum investment than WAGOX: SMCFX (250) vs WAGOX (2000). WAGOX annual gain was more profitable for investors over the last year : 10.90 vs. SMCFX (9.22). WAGOX return over 5 years is better than : 30.19 vs. SMCFX (22.47).
| SMCFX | WAGOX | SMCFX / WAGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 3.157 | 6.512 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.7B | 226M | 33,496% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 9.22 | 10.90 | 85% |
| Returns for 3 years | 0.46 | -2.35 | -19% |
| Returns for 5 years | 22.47 | 30.19 | 74% |
| Returns for 10 years | 60.31 | 23.20 | 260% |
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