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DGSCX vs SMCWX
DGSCX vs SMCWX Comparison
Open Charts DGSCX vs SMCWX
Virtus KAR Global Small-Cap Inst
Price$38.73
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets44.03M
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
DGSCX vs SMCWX Comparison Chart
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DGSCX vs. SMCWX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DGSCX is a Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. DGSCX (44M). DGSCX pays higher dividends than SMCWX: DGSCX (0.82) vs SMCWX (0.61). DGSCX was incepted earlier than SMCWX: DGSCX (28 years) vs SMCWX (35 years). DGSCX is a more actively managed with annual turnover of: 129.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than DGSCX: SMCWX (250) vs DGSCX (1000000). SMCWX annual gain was more profitable for investors over the last year : 7.80 vs. DGSCX (0.80). SMCWX return over 5 years is better than : 14.05 vs. DGSCX (-7.99).
| DGSCX | SMCWX | DGSCX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 35 years | - |
| Gain YTD | 0.886 | 1.261 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44M | 75.1B | 0% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | 0.80 | 7.80 | 10% |
| Returns for 3 years | -5.61 | -4.62 | 121% |
| Returns for 5 years | -7.99 | 14.05 | -57% |
| Returns for 10 years | -9.44 | 54.47 | -17% |