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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$65.24
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets69.04B
Wasatch Global Opportunities Investor
Price$3.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets195.63M
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
Mar 12, 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: 69B vs. WAGOX (196M). SMCFX pays higher dividends than WAGOX: SMCFX (0.88) 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). SMCFX annual gain was more profitable for investors over the last year : -5.12 vs. WAGOX (-8.31). WAGOX return over 5 years is better than : 49.90 vs. SMCFX (45.91).
| 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 | -5.940 | -7.674 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69B | 196M | 35,204% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | -5.12 | -8.31 | 62% |
| Returns for 3 years | 1.36 | -6.81 | -20% |
| Returns for 5 years | 45.91 | 49.90 | 92% |
| Returns for 10 years | 40.54 | 3.74 | 1,085% |