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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$77.15
Change-$0.44 (-0.57%)
VolumeN/A
Net Assets81.56B
Wasatch Global Opportunities Investor
Price$4.14
Change-$0.03 (-0.72%)
VolumeN/A
Net Assets177.19M
SMCFX vs WAGOX Comparison Chart in %
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SMCFX vs. WAGOX commentary
Oct 17, 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 Hold and WAGOX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.6B vs. WAGOX (177M). SMCFX pays higher dividends than WAGOX: SMCFX (0.80) vs WAGOX (0.00). SMCFX was incepted earlier than WAGOX: SMCFX (17 years) vs WAGOX (17 years). WAGOX (1.50) is less costly to investors than SMCFX (0.76). SMCFX (32.00) and WAGOX (32.00) have comparable annual turnover. SMCFX has a lower initial minimum investment than WAGOX: SMCFX (250) vs WAGOX (2000). SMCFX annual gain was more profitable for investors over the last year : 6.54 vs. WAGOX (-13.66). SMCFX return over 5 years is better than : 10.12 vs. WAGOX (-0.42).
| 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 | 17 years | - |
| Gain YTD | 11.270 | -3.023 | -373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6B | 177M | 46,102% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 6.54 | -13.66 | -48% |
| Returns for 3 years | 44.00 | 23.01 | 191% |
| Returns for 5 years | 10.12 | -0.42 | -2,419% |
| Returns for 10 years | 66.79 | 13.70 | 488% |
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