SMCWX vs. RGAGX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
SMCWX vs. RGAGX - Performance Comparison
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SMCWX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, SMCWX achieves a -1.05% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, SMCWX has underperformed RGAGX with an annualized return of 9.04%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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SMCWX vs. RGAGX - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
SMCWX vs. RGAGX — Risk / Return Rank
SMCWX
RGAGX
SMCWX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| SMCWX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.86 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.37 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.29 | +0.37 |
Martin ratioReturn relative to average drawdown | 6.37 | 4.90 | +1.47 |
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
| SMCWX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.86 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.46 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.75 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.80 | -0.23 |
Correlation
The correlation between SMCWX and RGAGX is 0.90, 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
SMCWX vs. RGAGX - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
SMCWX vs. RGAGX - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for SMCWX and RGAGX.
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Drawdown Indicators
| SMCWX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -36.19% | -26.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -13.71% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -36.19% | -3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -36.19% | -3.60% |
Current DrawdownCurrent decline from peak | -10.12% | -10.64% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -5.53% | -9.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.62% | -0.54% |
Volatility
SMCWX vs. RGAGX - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 7.62% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 6.74%. This indicates that SMCWX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCWX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 6.74% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 12.12% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 21.00% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 20.23% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 19.64% | -1.88% |