SMCWX Alternatives & Similar Mutual Funds

American Funds SMALLCAP World Fund Class A (SMCWX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMCWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SMCWX

SMCWX charges 1.02% annually. There are 31 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSTSX	Fidelity Series International Small Cap Fund	0.03%	—	Dec 2009	SMCWX vs FSTSX
FSISX	Fidelity SAI International Small Cap Index Fund	0.10%	—	Jun 2021	SMCWX vs FSISX
VFSNX	Vanguard FTSE All-World ex-US Small-Cap Index Fund...	0.11%	—	Apr 2009	SMCWX vs VFSNX
VFSAX	Vanguard FTSE All-World ex-US Small-Cap Index Fund...	0.16%	13.80B	Feb 2019	SMCWX vs VFSAX
DFVQX	DFA International Vector Equity Portfolio	0.36%	—	Aug 2008	SMCWX vs DFVQX

Best Risk-Adjusted Alternatives to SMCWX

SMCWX has a PortfoliosLab risk / return rank of 35. There are 34 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
ALOIX	Virtus International Small-Cap Fund	88	—	Dec 1997	SMCWX vs ALOIX
AVDVX	Avantis International Small Cap Value Fund Institu...	82	—	Dec 2019	SMCWX vs AVDVX
AVANX	Avantis International Small Cap Value Fund Class G	81	—	Jan 2021	SMCWX vs AVANX
FMNEX	RBB Free Market International Equity Fund	80	—	Dec 2007	SMCWX vs FMNEX
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	78	—	Jun 2020	SMCWX vs HWTIX

Top Performing SMCWX Alternatives (YTD)

SMCWX is at 12.18% YTD. There are 22 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 25.92%.

Symbol	Name	YTD Return	AUM	Inception
ARHBX	Artisan International Explorer Fund	25.92%	—	May 2022	SMCWX vs ARHBX
HRIOX	Hood River International Opportunity Fund	22.33%	—	Sep 2021	SMCWX vs HRIOX
HRIIX	Hood River International Opportunity Fund Investor...	22.22%	—	Aug 2023	SMCWX vs HRIIX
LZISX	Lazard International Small Cap Equity Portfolio	21.53%	—	Nov 1993	SMCWX vs LZISX
YASLX	AMG Yacktman Special Opportunities Fund	18.06%	—	Jun 2014	SMCWX vs YASLX

Lowest Volatility Alternatives to SMCWX

SMCWX has 17.70% 1-year volatility. There are 80 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.07%.

Symbol	Name	Volatility 1Y	AUM	Inception
YASLX	AMG Yacktman Special Opportunities Fund	11.07%	—	Jun 2014	SMCWX vs YASLX
MIDLX	MFS International New Discovery Fund Class R6	12.51%	—	Jun 2012	SMCWX vs MIDLX
MWNIX	MFS International New Discovery Fund	12.54%	—	Oct 1997	SMCWX vs MWNIX
HLMSX	Harding Loevner International Small Companies Port...	12.71%	—	Mar 2007	SMCWX vs HLMSX
QUSIX	Pear Tree Polaris Foreign Value Small Cap Fund	12.86%	—	Apr 2008	SMCWX vs QUSIX

Lowest Drawdown Alternatives to SMCWX

SMCWX has a 1-year max drawdown of -11.83%. There are 42 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARHBX	Artisan International Explorer Fund	-9.51%	—	May 2022	SMCWX vs ARHBX
ALOIX	Virtus International Small-Cap Fund	-10.07%	—	Dec 1997	SMCWX vs ALOIX
OPGIX	Invesco Global Opportunities Fund Class A	-10.08%	—	Oct 1990	SMCWX vs OPGIX
ARTJX	Artisan International Small-Mid Fund	-10.10%	—	Dec 2001	SMCWX vs ARTJX
YASLX	AMG Yacktman Special Opportunities Fund	-10.18%	—	Jun 2014	SMCWX vs YASLX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	82	9.07%	—	Jul 1975	SMCWX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	54	11.56%	—	Jan 1934	SMCWX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	67	9.80%	—	Jul 1952	SMCWX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	26	7.56%	—	Dec 1973	SMCWX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.14%	—	May 2009	SMCWX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	74	14.46%	—	Aug 1978	SMCWX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	28	5.57%	—	Mar 1973	SMCWX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	26	7.49%	—	Dec 1973	SMCWX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	82	8.47%	—	Dec 1973	SMCWX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	26	6.84%	—	Jan 1967	SMCWX vs AMCPX

Often Compared With SMCWX

Investors most often compare SMCWX with NEWFX, AGTHX, FWWFX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NEWFX	American Funds New World Fund	Emerging Markets Equities	56	13.61%	—	Jun 1999	SMCWX vs NEWFX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	25	7.37%	—	Dec 1973	SMCWX vs AGTHX
FWWFX	Fidelity Worldwide Fund	Global Equities	49	16.86%	—	May 1990	SMCWX vs FWWFX
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	SMCWX vs VOO
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	92	27.03%	30.19B	Sep 2019	SMCWX vs AVUV
FYLD	Cambria Foreign Shareholder Yield ETF	Global Equities	95	22.11%	711.35M	Dec 2013	SMCWX vs FYLD
DDLS	WisdomTree Dynamic Currency Hedged International S...	Foreign Small & Mid Cap Equities	43	7.76%	432.87M	Jan 2016	SMCWX vs DDLS
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	SMCWX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	25.44%	104.16B	Oct 2011	SMCWX vs SCHD
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	87	10.35%	—	Jul 1987	SMCWX vs CAIBX
FRSGX	Franklin Small-Mid Cap Growth Fund	Mid Cap Growth Equities	8	6.83%	—	Feb 1992	SMCWX vs FRSGX
GPGCX	Grandeur Peak Global Contrarian Fund	Global Equities	48	13.27%	—	Sep 2019	SMCWX vs GPGCX
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	33	11.90%	—	May 2011	SMCWX vs NDVIX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	36	9.14%	59.97B	Dec 2009	SMCWX vs SCHG
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	14	5.32%	—	May 2000	SMCWX vs MEFAX
CWBFX	American Funds Capital World Bond Fund	Global Bonds	4	-1.38%	—	Aug 1987	SMCWX vs CWBFX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	5	-3.30%	—	Jan 2017	SMCWX vs ADNPX
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	4	8.70%	—	Dec 2000	SMCWX vs BMDSX
WCMSX	WCM International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	5	5.83%	—	Nov 2015	SMCWX vs WCMSX
ETILX	Eventide Gilead Class I	Mid Cap Growth Equities	49	13.61%	—	—	SMCWX vs ETILX

Compare SMCWX with Any Fund or Stock

Compare SMCWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair SMCWX with funds that move differently

American Funds SMALLCAP World Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMCWX.

Explore SMCWX Diversifiers

American Funds SMALLCAP World Fund Class A (SMCWX) Alternatives