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DGSCX vs SMCWX
DGSCX vs SMCWX Comparison
Open Charts DGSCX vs SMCWX
Virtus KAR Global Small-Cap Inst
Price$39.17
Change-$0.42 (-1.06%)
VolumeN/A
Net Assets47.67M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
DGSCX vs SMCWX Comparison Chart
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DGSCX vs. SMCWX commentary
Feb 23, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. DGSCX (47.7M). 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 : 1.53 vs. DGSCX (-1.94). SMCWX return over 5 years is better than : 12.97 vs. DGSCX (-6.72).
| 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 | 2.032 | 0.119 | 1,711% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7M | 74.4B | 0% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | -1.94 | 1.53 | -127% |
| Returns for 3 years | 1.25 | 1.16 | 108% |
| Returns for 5 years | -6.72 | 12.97 | -52% |
| Returns for 10 years | -14.00 | 44.71 | -31% |
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