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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$70.34
Change-$2.20 (-3.03%)
VolumeN/A
CapitalizationN/A
Wasatch Global Opportunities Investor
Price$4.35
Change-$0.11 (-2.47%)
VolumeN/A
CapitalizationN/A
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
Dec 19, 2024
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: 76.3B vs. WAGOX (215M). SMCFX pays higher dividends than WAGOX: SMCFX (0.85) vs WAGOX (0.00). SMCFX was incepted earlier than WAGOX: SMCFX (16 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). SMCFX annual gain was more profitable for investors over the last year : 8.90 vs. WAGOX (5.94). WAGOX return over 5 years is better than : 28.98 vs. SMCFX (18.38).
| SMCFX | WAGOX | SMCFX / WAGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 6.395 | 2.060 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3B | 215M | 35,488% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 8.90 | 5.94 | 150% |
| Returns for 3 years | -7.54 | -13.90 | 54% |
| Returns for 5 years | 18.38 | 28.98 | 63% |
| Returns for 10 years | 46.01 | 3.49 | 1,320% |