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SMCWX vs WIGOX
SMCWX vs WIGOX Comparison
Open Charts SMCWX vs WIGOX
SMCWX vs WIGOX Comparison Chart in %
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SMCWX vs. WIGOX commentary
Jun 04, 2026
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 SMCWX is a Hold and WIGOX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. WIGOX (148M). SMCWX pays higher dividends than WIGOX: SMCWX (0.63) vs WIGOX (0.00). SMCWX was incepted earlier than WIGOX: SMCWX (36 years) vs WIGOX (10 years). WIGOX (1.41) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. WIGOX (37.00). SMCWX has a lower initial minimum investment than WIGOX: SMCWX (250) vs WIGOX (100000). SMCWX annual gain was more profitable for investors over the last year : 20.50 vs. WIGOX (-7.21). SMCWX return over 5 years is better than : -2.89 vs. WIGOX (-24.62).
| SMCWX | WIGOX | SMCWX / WIGOX | |
| Total Expense Ratio | 1.03 | 1.35 | 76% |
| Annual Report Gross Expense Ratio | 1.03 | 1.41 | 73% |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | 12.075 | 4.724 | 256% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.9B | 148M | 60,068% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 20.50 | -7.21 | -284% |
| Returns for 3 years | 37.36 | 3.64 | 1,027% |
| Returns for 5 years | -2.89 | -24.62 | 12% |
| Returns for 10 years | 88.69 | 20.22 | 439% |
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