FISGX vs. SMCWX
Compare and contrast key facts about Nuveen Mid Cap Growth Opportunities Fund (FISGX) and American Funds SMALLCAP World Fund Class A (SMCWX).
FISGX is managed by Nuveen. It was launched on Dec 28, 1989. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
FISGX vs. SMCWX - Performance Comparison
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FISGX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | -1.09% | 7.83% | 13.65% | 20.26% | -30.11% | 5.01% | 46.58% | 66.58% | -9.33% | 24.98% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
The year-to-date returns for both investments are quite close, with FISGX having a -1.09% return and SMCWX slightly higher at -1.05%. Over the past 10 years, FISGX has outperformed SMCWX with an annualized return of 12.11%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
FISGX
- 1D
- 4.20%
- 1M
- -6.88%
- YTD
- -1.09%
- 6M
- 1.26%
- 1Y
- 20.30%
- 3Y*
- 10.00%
- 5Y*
- 1.33%
- 10Y*
- 12.11%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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FISGX vs. SMCWX - Expense Ratio Comparison
FISGX has a 0.92% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
FISGX vs. SMCWX — Risk / Return Rank
FISGX
SMCWX
FISGX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and American Funds SMALLCAP World Fund Class A (SMCWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FISGX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.17 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.72 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.66 | -0.32 |
Martin ratioReturn relative to average drawdown | 5.16 | 6.37 | -1.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FISGX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.17 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.01 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.57 | -0.07 |
Correlation
The correlation between FISGX and SMCWX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FISGX vs. SMCWX - Dividend Comparison
FISGX's dividend yield for the trailing twelve months is around 8.44%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | 8.44% | 8.35% | 0.00% | 0.00% | 0.00% | 23.94% | 9.97% | 38.61% | 19.12% | 17.17% | 4.01% | 7.82% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
FISGX vs. SMCWX - Drawdown Comparison
The maximum FISGX drawdown since its inception was -57.51%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for FISGX and SMCWX.
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Drawdown Indicators
| FISGX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.51% | -62.46% | +4.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -11.83% | -1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -43.30% | -39.79% | -3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -43.30% | -39.79% | -3.51% |
Current DrawdownCurrent decline from peak | -7.90% | -10.12% | +2.22% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -14.98% | +5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 3.08% | +0.37% |
Volatility
FISGX vs. SMCWX - Volatility Comparison
Nuveen Mid Cap Growth Opportunities Fund (FISGX) has a higher volatility of 8.56% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that FISGX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISGX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 7.62% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 15.00% | 11.82% | +3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.73% | 17.93% | +5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 18.05% | +5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 17.76% | +6.13% |