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RGSAX vs RSEBX
RGSAX vs RSEBX Comparison
Open Charts RGSAX vs RSEBX
Virtus KAR Global Small-Cap A
Price$34.60
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets44.32M
American Funds SMALLCAP World R2E
Price$71.11
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets80.31B
RGSAX vs RSEBX Comparison Chart in %
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RGSAX vs. RSEBX commentary
Aug 16, 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 RGSAX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.3B vs. RGSAX (44.3M). RGSAX pays higher dividends than RSEBX: RGSAX (1.08) vs RSEBX (0.23). RGSAX was incepted earlier than RSEBX: RGSAX (24 years) vs RSEBX (11 years). RGSAX (1.60) is less costly to investors than RSEBX (1.45). RSEBX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). RSEBX has a lower initial minimum investment than RGSAX: RSEBX (250) vs RGSAX (2500). RSEBX annual gain was more profitable for investors over the last year : 9.79 vs. RGSAX (-2.24). RSEBX return over 5 years is better than : 12.50 vs. RGSAX (-8.26).
| RGSAX | RSEBX | RGSAX / RSEBX | |
| Total Expense Ratio | 1.60 | 1.45 | 110% |
| Annual Report Gross Expense Ratio | 1.60 | 1.45 | 110% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 7.185 | 9.389 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 80.3B | 0% |
| Annual Yield % from dividends | 1.08 | 0.23 | 463% |
| Returns for 1 year | -2.24 | 9.79 | -23% |
| Returns for 3 years | 16.78 | 20.18 | 83% |
| Returns for 5 years | -8.26 | 12.50 | -66% |
| Returns for 10 years | -21.09 | 44.85 | -47% |
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