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%	14.30B	Feb 2019	SMCWX vs VFSAX
AVDVX	Avantis International Small Cap Value Fund Institu...	0.36%	—	Dec 2019	SMCWX vs AVDVX

Best Risk-Adjusted Alternatives to SMCWX

SMCWX has a PortfoliosLab risk / return rank of 31. There are 30 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
HRIIX	Hood River International Opportunity Fund Investor...	88	—	Aug 2023	SMCWX vs HRIIX
HRIOX	Hood River International Opportunity Fund	88	—	Sep 2021	SMCWX vs HRIOX
ALOIX	Virtus International Small-Cap Fund	84	—	Dec 1997	SMCWX vs ALOIX
AVANX	Avantis International Small Cap Value Fund Class G	74	—	Jan 2021	SMCWX vs AVANX
AVDVX	Avantis International Small Cap Value Fund Institu...	73	—	Dec 2019	SMCWX vs AVDVX

Top Performing SMCWX Alternatives (YTD)

SMCWX is at 12.63% YTD. There are 15 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.84%.

Symbol	Name	YTD Return	AUM	Inception
HRIOX	Hood River International Opportunity Fund	29.84%	—	Sep 2021	SMCWX vs HRIOX
HRIIX	Hood River International Opportunity Fund Investor...	29.75%	—	Aug 2023	SMCWX vs HRIIX
LZISX	Lazard International Small Cap Equity Portfolio	22.85%	—	Nov 1993	SMCWX vs LZISX
CSGIX	Calamos International Small Cap Growth Fund	21.08%	—	Mar 2022	SMCWX vs CSGIX
ARHBX	Artisan International Explorer Fund	20.55%	—	May 2022	SMCWX vs ARHBX

Lowest Volatility Alternatives to SMCWX

SMCWX has 17.16% 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 11.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
YASLX	AMG Yacktman Special Opportunities Fund	11.21%	—	Jun 2014	SMCWX vs YASLX
MIDLX	MFS International New Discovery Fund Class R6	12.32%	—	Jun 2012	SMCWX vs MIDLX
MWNIX	MFS International New Discovery Fund	12.35%	—	Oct 1997	SMCWX vs MWNIX
HLMSX	Harding Loevner International Small Companies Port...	12.49%	—	Mar 2007	SMCWX vs HLMSX
BISAX	Brandes International Small Cap Equity Fund	12.70%	—	Jan 2012	SMCWX vs BISAX

Lowest Drawdown Alternatives to SMCWX

SMCWX has a 1-year max drawdown of -11.83%. There are 44 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
WCMSX	WCM International Small Cap Growth Fund	-9.81%	—	Nov 2015	SMCWX vs WCMSX
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
WISIX	William Blair International Small Cap Growth Fund	-10.09%	—	Oct 2005	SMCWX vs WISIX

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	78	8.72%	—	Jul 1975	SMCWX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	37	9.46%	—	Jan 1934	SMCWX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	7.38%	—	Jul 1952	SMCWX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	22	8.07%	—	Dec 1973	SMCWX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	9.74%	—	May 2009	SMCWX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	59	13.28%	—	Aug 1978	SMCWX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	5.92%	—	Mar 1973	SMCWX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	22	8.00%	—	Dec 1973	SMCWX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	58	6.57%	—	Dec 1973	SMCWX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	19	5.91%	—	Jan 1967	SMCWX vs AMCPX

Often Compared With SMCWX

Investors most often compare SMCWX with NEWFX, FWWFX, AGTHX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NEWFX	American Funds New World Fund	Emerging Markets Diversified	47	13.27%	—	Jun 1999	SMCWX vs NEWFX
FWWFX	Fidelity Worldwide Fund	Global Equities	57	19.23%	—	May 1990	SMCWX vs FWWFX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	21	7.89%	—	Dec 1973	SMCWX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	70	11.30%	1.70T	Sep 2010	SMCWX vs VOO
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	85	23.01%	28.73B	Sep 2019	SMCWX vs AVUV
FYLD	Cambria Foreign Shareholder Yield ETF	Global Equities	94	18.62%	665.65M	Dec 2013	SMCWX vs FYLD
DDLS	WisdomTree Dynamic Currency Hedged International S...	Foreign Small & Mid Cap Equities	41	6.13%	429.22M	Jan 2016	SMCWX vs DDLS
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	11.28%	783.21B	Jan 1993	SMCWX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	89	19.84%	98.55B	Oct 2011	SMCWX vs SCHD
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	70	8.36%	—	Jul 1987	SMCWX vs CAIBX
FRSGX	Franklin Small-Mid Cap Growth Fund	Mid Cap Growth Equities	8	7.98%	—	Feb 1992	SMCWX vs FRSGX
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	25	13.33%	—	May 2011	SMCWX vs NDVIX
GPGCX	Grandeur Peak Global Contrarian Fund	Global Equities	33	9.73%	—	Sep 2019	SMCWX vs GPGCX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	35	7.23%	60.56B	Dec 2009	SMCWX vs SCHG
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	10	5.52%	—	May 2000	SMCWX vs MEFAX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	6	5.14%	—	Jan 2017	SMCWX vs ADNPX
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	3	7.57%	—	Dec 2000	SMCWX vs BMDSX
CWBFX	American Funds Capital World Bond Fund	Global Bonds	4	-1.63%	—	Aug 1987	SMCWX vs CWBFX
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	—	—	—	Jul 2018	SMCWX vs BAFMX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	64	10.26%	45.34B	Jan 1998	SMCWX vs DIA

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