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SMCFX vs WAGOX
SMCFX vs WAGOX Comparison
Open Charts SMCFX vs WAGOX
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets75.47B
Wasatch Global Opportunities Investor
Price$4.28
Change-$0.08 (-1.83%)
VolumeN/A
Net Assets203.44M
SMCFX vs WAGOX Comparison Chart
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SMCFX vs. WAGOX commentary
Jun 16, 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: 75.5B vs. WAGOX (203M). SMCFX pays higher dividends than WAGOX: SMCFX (0.84) 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 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 : 5.08 vs. WAGOX (0.23). WAGOX return over 5 years is better than : 25.22 vs. SMCFX (23.80).
| 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 | 3.540 | -0.465 | -761% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 203M | 37,192% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 5.08 | 0.23 | 2,168% |
| Returns for 3 years | 30.92 | 22.29 | 139% |
| Returns for 5 years | 23.80 | 25.22 | 94% |
| Returns for 10 years | 42.61 | 10.68 | 399% |