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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$76.06
Change+$0.38 (+0.50%)
VolumeN/A
Net Assets79.78B
Wasatch Global Opportunities Investor
Price$4.46
Change+$0.03 (+0.68%)
VolumeN/A
Net Assets206.05M
SMCFX vs WAGOX Comparison Chart in %
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SMCFX vs. WAGOX commentary
Jul 27, 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 StrongBuy and WAGOX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 79.8B vs. WAGOX (206M). 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 : 10.11 vs. WAGOX (2.53). WAGOX (21.60) and SMCFX (21.38) have equivalent 5 years return.
| 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 | 9.698 | 3.721 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 206M | 38,738% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.11 | 2.53 | 400% |
| Returns for 3 years | 33.52 | 22.87 | 147% |
| Returns for 5 years | 21.38 | 21.60 | 99% |
| Returns for 10 years | 54.28 | 15.04 | 361% |
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