MGOYX vs. SMCWX
Compare and contrast key facts about Victory Munder Mid-Cap Core Growth Fund (MGOYX) and American Funds SMALLCAP World Fund Class A (SMCWX).
MGOYX is managed by Victory. It was launched on Jun 24, 1998. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
MGOYX vs. SMCWX - Performance Comparison
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MGOYX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGOYX Victory Munder Mid-Cap Core Growth Fund | 5.08% | 12.03% | 10.93% | 14.82% | -21.31% | 25.97% | 20.61% | 26.22% | -14.19% | 24.55% |
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, MGOYX achieves a 5.08% return, which is significantly higher than SMCWX's -1.05% return. Over the past 10 years, MGOYX has outperformed SMCWX with an annualized return of 9.80%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
MGOYX
- 1D
- 2.77%
- 1M
- -4.83%
- YTD
- 5.08%
- 6M
- 5.19%
- 1Y
- 20.97%
- 3Y*
- 13.18%
- 5Y*
- 6.35%
- 10Y*
- 9.80%
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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MGOYX vs. SMCWX - Expense Ratio Comparison
MGOYX has a 0.98% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
MGOYX vs. SMCWX — Risk / Return Rank
MGOYX
SMCWX
MGOYX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Munder Mid-Cap Core Growth Fund (MGOYX) 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.
| MGOYX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.17 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.72 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.66 | +0.22 |
Martin ratioReturn relative to average drawdown | 8.67 | 6.37 | +2.30 |
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
| MGOYX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.17 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.01 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.51 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.12 |
Correlation
The correlation between MGOYX and SMCWX is 0.87, 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
MGOYX vs. SMCWX - Dividend Comparison
MGOYX's dividend yield for the trailing twelve months is around 14.63%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGOYX Victory Munder Mid-Cap Core Growth Fund | 14.63% | 15.37% | 15.72% | 4.54% | 12.23% | 25.13% | 18.63% | 60.72% | 49.01% | 19.34% | 12.76% | 10.52% |
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
MGOYX vs. SMCWX - Drawdown Comparison
The maximum MGOYX drawdown since its inception was -57.23%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for MGOYX and SMCWX.
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Drawdown Indicators
| MGOYX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.23% | -62.46% | +5.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -11.83% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -40.49% | -39.79% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -40.49% | -39.79% | -0.70% |
Current DrawdownCurrent decline from peak | -5.26% | -10.12% | +4.86% |
Average DrawdownAverage peak-to-trough decline | -11.02% | -14.98% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 3.08% | -0.53% |
Volatility
MGOYX vs. SMCWX - Volatility Comparison
The current volatility for Victory Munder Mid-Cap Core Growth Fund (MGOYX) is 6.20%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that MGOYX experiences smaller price fluctuations and is considered to be less risky 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
| MGOYX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 7.62% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 11.82% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 17.93% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.08% | 18.05% | +7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 17.76% | +5.47% |