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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+$0.03 (+0.04%)
VolumeN/A
Net Assets75.27B
Wasatch Global Opportunities Investor
Price$4.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets205.14M
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 75.3B vs. WAGOX (205M). SMCFX pays higher dividends than WAGOX: SMCFX (0.84) 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 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). SMCFX annual gain was more profitable for investors over the last year : 4.01 vs. WAGOX (0.47). WAGOX return over 5 years is better than : 21.82 vs. SMCFX (18.69).
| 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 | 3.114 | 0.233 | 1,339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 205M | 36,732% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 4.01 | 0.47 | 860% |
| Returns for 3 years | 17.24 | 10.80 | 160% |
| Returns for 5 years | 18.69 | 21.82 | 86% |
| Returns for 10 years | 43.10 | 13.81 | 312% |