FWWFX vs. SMCWX
Compare and contrast key facts about Fidelity Worldwide Fund (FWWFX) and American Funds SMALLCAP World Fund Class A (SMCWX).
FWWFX is managed by Fidelity. It was launched on May 30, 1990. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
FWWFX vs. SMCWX - Performance Comparison
Loading graphics...
FWWFX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWWFX Fidelity Worldwide Fund | -3.09% | 16.16% | 27.65% | 24.96% | -25.74% | 18.49% | 30.91% | 28.97% | -4.53% | 28.72% |
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
In the year-to-date period, FWWFX achieves a -3.09% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, FWWFX has outperformed SMCWX with an annualized return of 12.83%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
FWWFX
- 1D
- 4.02%
- 1M
- -6.06%
- YTD
- -3.09%
- 6M
- -1.89%
- 1Y
- 21.70%
- 3Y*
- 18.88%
- 5Y*
- 8.77%
- 10Y*
- 12.83%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FWWFX vs. SMCWX - Expense Ratio Comparison
FWWFX has a 1.00% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
FWWFX vs. SMCWX — Risk / Return Rank
FWWFX
SMCWX
FWWFX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Worldwide Fund (FWWFX) 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.
| FWWFX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.17 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.72 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.66 | +0.21 |
Martin ratioReturn relative to average drawdown | 7.18 | 6.37 | +0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FWWFX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.17 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.01 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.51 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.05 |
Correlation
The correlation between FWWFX 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
FWWFX vs. SMCWX - Dividend Comparison
FWWFX's dividend yield for the trailing twelve months is around 11.90%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWWFX Fidelity Worldwide Fund | 11.90% | 11.54% | 14.64% | 0.94% | 6.29% | 12.76% | 8.08% | 4.87% | 9.63% | 6.24% | 1.22% | 3.38% |
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
FWWFX vs. SMCWX - Drawdown Comparison
The maximum FWWFX drawdown since its inception was -56.54%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for FWWFX and SMCWX.
Loading graphics...
Drawdown Indicators
| FWWFX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.54% | -62.46% | +5.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -11.83% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -33.72% | -39.79% | +6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.72% | -39.79% | +6.07% |
Current DrawdownCurrent decline from peak | -8.19% | -10.12% | +1.93% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -14.98% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.08% | -0.03% |
Volatility
FWWFX vs. SMCWX - Volatility Comparison
Fidelity Worldwide Fund (FWWFX) has a higher volatility of 8.19% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that FWWFX'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.
Loading graphics...
Volatility by Period
| FWWFX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 7.62% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 11.82% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.28% | 17.93% | +2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 18.05% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 17.76% | +0.88% |