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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$63.15
Change+$0.59 (+0.94%)
VolumeN/A
Net Assets66.69B
Wasatch Global Opportunities Investor
Price$3.92
Change+$0.07 (+1.82%)
VolumeN/A
Net Assets187.03M
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
Apr 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 SMCFX is a Buy and WAGOX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 66.7B vs. WAGOX (187M). SMCFX pays higher dividends than WAGOX: SMCFX (0.92) vs WAGOX (0.00). SMCFX was incepted earlier than WAGOX: SMCFX (17 years) vs WAGOX (16 years). WAGOX (1.50) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. WAGOX (30.00). SMCFX has a lower initial minimum investment than WAGOX: SMCFX (250) vs WAGOX (2000). WAGOX (-3.69) and SMCFX (-3.73) have marching annual gain over last year. WAGOX return over 5 years is better than : 39.09 vs. SMCFX (26.06).
| SMCFX | WAGOX | SMCFX / WAGOX | |
| Total Expense Ratio | 0.76 | 1.50 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.50 | 51% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | -8.953 | -8.837 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.7B | 187M | 35,668% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -3.73 | -3.69 | 101% |
| Returns for 3 years | -3.71 | -10.30 | 36% |
| Returns for 5 years | 26.06 | 39.09 | 67% |
| Returns for 10 years | 30.02 | 1.63 | 1,836% |