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	0.36%	—	Dec 2019	SMCWX vs AVDVX

Best Risk-Adjusted Alternatives to SMCWX

SMCWX has a PortfoliosLab risk / return rank of 35. There are 29 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
HRIOX	Hood River International Opportunity Fund	94	—	Sep 2021	SMCWX vs HRIOX
HRIIX	Hood River International Opportunity Fund Investor...	93	—	Aug 2023	SMCWX vs HRIIX
AVANX	Avantis International Small Cap Value Fund Class G	81	—	Jan 2021	SMCWX vs AVANX
ALOIX	Virtus International Small-Cap Fund	78	—	Dec 1997	SMCWX vs ALOIX
AVDVX	Avantis International Small Cap Value Fund	75	—	Dec 2019	SMCWX vs AVDVX

Top Performing SMCWX Alternatives (YTD)

SMCWX is at 14.26% YTD. There are 10 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 42.08%.

Symbol	Name	YTD Return	AUM	Inception
HRIOX	Hood River International Opportunity Fund	42.08%	—	Sep 2021	SMCWX vs HRIOX
HRIIX	Hood River International Opportunity Fund Investor...	42.03%	—	Aug 2023	SMCWX vs HRIIX
CSGIX	Calamos International Small Cap Growth Fund	28.34%	—	Mar 2022	SMCWX vs CSGIX
LZISX	Lazard International Small Cap Equity Portfolio	27.38%	—	Nov 1993	SMCWX vs LZISX
ARHBX	Artisan International Explorer Fund	20.86%	—	May 2022	SMCWX vs ARHBX

Lowest Volatility Alternatives to SMCWX

SMCWX has 16.89% 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 11.18%.

Symbol	Name	Volatility 1Y	AUM	Inception
YASLX	AMG Yacktman Special Opportunities Fund	11.18%	—	Jun 2014	SMCWX vs YASLX
MIDLX	MFS International New Discovery Fund Class R6	12.14%	—	Jun 2012	SMCWX vs MIDLX
MWNIX	MFS International New Discovery Fund	12.16%	—	Oct 1997	SMCWX vs MWNIX
HLMSX	Harding Loevner International Small Companies Port...	12.42%	—	Mar 2007	SMCWX vs HLMSX
BISAX	Brandes International Small Cap Equity Fund	12.57%	—	Jan 2012	SMCWX vs BISAX

Lowest Drawdown Alternatives to SMCWX

SMCWX has a 1-year max drawdown of -11.83%. There are 46 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	74	8.29%	—	Jul 1975	SMCWX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	38	7.66%	—	Jan 1934	SMCWX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	34	5.17%	—	Jul 1952	SMCWX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.52%	—	Dec 1973	SMCWX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	10.30%	—	May 2009	SMCWX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.28%	—	Aug 1978	SMCWX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.43%	—	Mar 1973	SMCWX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.45%	—	Dec 1973	SMCWX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	47	5.75%	—	Dec 1973	SMCWX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	2.91%	—	Jan 1967	SMCWX vs AMCPX

Often Compared With SMCWX

Investors most often compare SMCWX with NEWFX, FWWFX, AGTHX. 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 Diversified	52	15.04%	—	Jun 1999	SMCWX vs NEWFX
FWWFX	Fidelity Worldwide Fund	Global Equities	63	20.39%	—	May 1990	SMCWX vs FWWFX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	22	6.36%	—	Dec 1973	SMCWX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	60	8.08%	1.70T	Sep 2010	SMCWX vs VOO
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	79	21.53%	26.41B	Sep 2019	SMCWX vs AVUV
FYLD	Cambria Foreign Shareholder Yield ETF	Global Equities	91	14.50%	682.28M	Dec 2013	SMCWX vs FYLD
DDLS	WisdomTree Dynamic Currency Hedged International S...	Foreign Small & Mid Cap Equities	44	4.31%	442.08M	Jan 2016	SMCWX vs DDLS
SPY	State Street SPDR S&P 500 ETF	S&P 500	60	8.10%	765.27B	Jan 1993	SMCWX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	16.62%	99.95B	Oct 2011	SMCWX vs SCHD
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	59	7.29%	—	Jul 1987	SMCWX vs CAIBX
FRSGX	Franklin Small-Mid Cap Growth Fund	Mid Cap Growth Equities	6	5.16%	—	Feb 1992	SMCWX vs FRSGX
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	29	12.25%	—	May 2011	SMCWX vs NDVIX
GPGCX	Grandeur Peak Global Contrarian Fund	Global Equities	28	6.43%	—	Sep 2019	SMCWX vs GPGCX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	27	1.23%	59.17B	Dec 2009	SMCWX vs SCHG
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	6	1.16%	—	Jan 2017	SMCWX vs ADNPX
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	3	5.50%	—	Dec 2000	SMCWX vs BMDSX
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	—	—	—	Jul 2018	SMCWX vs BAFMX
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	9	3.41%	—	May 2000	SMCWX vs MEFAX
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	57	8.70%	45.15B	Jan 1998	SMCWX vs DIA
VT	Vanguard Total World Stock ETF	Global Equities	60	10.01%	95.30B	Jun 2008	SMCWX vs VT

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