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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$75.09
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets78.99B
Wasatch Global Opportunities Investor
Price$4.42
Change-$0.05 (-1.12%)
VolumeN/A
Net Assets206.67M
SMCFX vs WAGOX Comparison Chart in %
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SMCFX vs. WAGOX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 79B vs. WAGOX (207M). SMCFX pays higher dividends than WAGOX: SMCFX (0.83) 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 : 6.17 vs. WAGOX (-0.22). WAGOX return over 5 years is better than : 22.87 vs. SMCFX (20.42).
| 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 | 8.544 | 3.953 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79B | 207M | 38,164% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 6.17 | -0.22 | -2,763% |
| Returns for 3 years | 35.34 | 25.21 | 140% |
| Returns for 5 years | 20.42 | 22.87 | 89% |
| Returns for 10 years | 49.18 | 12.69 | 387% |
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