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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$68.18
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets71.85B
Wasatch Global Opportunities Investor
Price$4.13
Change-$0.01 (-0.24%)
VolumeN/A
Net Assets197.61M
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
May 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 Buy and WAGOX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 71.8B vs. WAGOX (198M). SMCFX pays higher dividends than WAGOX: SMCFX (0.90) 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 : -0.13 vs. WAGOX (-0.24). WAGOX return over 5 years is better than : 32.45 vs. SMCFX (25.99).
| 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 | -1.701 | -3.953 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 198M | 36,263% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -0.13 | -0.24 | 52% |
| Returns for 3 years | 19.23 | 11.32 | 170% |
| Returns for 5 years | 25.99 | 32.45 | 80% |
| Returns for 10 years | 38.74 | 9.92 | 391% |
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