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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$76.90
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets80.43B
Wasatch Global Opportunities Investor
Price$4.17
Change+$0.01 (+0.24%)
VolumeN/A
Net Assets187.2M
SMCFX vs WAGOX Comparison Chart in %
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SMCFX vs. WAGOX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.4B vs. WAGOX (187M). SMCFX pays higher dividends than WAGOX: SMCFX (0.81) 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 : 6.06 vs. WAGOX (-13.31). SMCFX return over 5 years is better than : 18.07 vs. WAGOX (8.66).
| 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 | 10.910 | -3.023 | -361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.4B | 187M | 42,995% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 6.06 | -13.31 | -46% |
| Returns for 3 years | 46.32 | 22.65 | 205% |
| Returns for 5 years | 18.07 | 8.66 | 209% |
| Returns for 10 years | 75.84 | 21.28 | 356% |
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