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DGSCX vs SMCWX
DGSCX vs SMCWX Comparison
Open Charts DGSCX vs SMCWX
Virtus KAR Global Small-Cap Inst
Price$37.15
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets38.13M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
DGSCX vs SMCWX Comparison Chart in %
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DGSCX vs. SMCWX commentary
Nov 20, 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: 78.9B vs. DGSCX (38.1M). DGSCX pays higher dividends than SMCWX: DGSCX (1.00) vs SMCWX (0.57). DGSCX was incepted earlier than SMCWX: DGSCX (29 years) vs SMCWX (36 years). DGSCX (1.38) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. DGSCX (25.00). 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 : 5.98 vs. DGSCX (-12.81). SMCWX return over 5 years is better than : 1.75 vs. DGSCX (-23.84).
| DGSCX | SMCWX | DGSCX / SMCWX | |
| Total Expense Ratio | 1.28 | 1.04 | 123% |
| Annual Report Gross Expense Ratio | 1.38 | 1.04 | 133% |
| Fund Existence | 29 years | 36 years | - |
| Gain YTD | -3.230 | 8.154 | -40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1M | 78.9B | 0% |
| Annual Yield % from dividends | 1.00 | 0.57 | 177% |
| Returns for 1 year | -12.81 | 5.98 | -214% |
| Returns for 3 years | 13.18 | 29.35 | 45% |
| Returns for 5 years | -23.84 | 1.75 | -1,365% |
| Returns for 10 years | -17.48 | 56.75 | -31% |
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