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RGSAX vs RSEBX
RGSAX vs RSEBX Comparison
Open Charts RGSAX vs RSEBX
Virtus KAR Global Small-Cap A
Price$34.79
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets43.77M
American Funds SMALLCAP World R2E
Price$71.88
Change+$0.69 (+0.97%)
VolumeN/A
Net Assets80.82B
RGSAX vs RSEBX Comparison Chart in %
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RGSAX vs. RSEBX commentary
Sep 07, 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 Hold and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.8B vs. RGSAX (43.8M). RGSAX pays higher dividends than RSEBX: RGSAX (1.07) 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 : 11.05 vs. RGSAX (-4.05). RSEBX return over 5 years is better than : 14.22 vs. RGSAX (-7.87).
| 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 | 6.722 | 10.573 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 80.8B | 0% |
| Annual Yield % from dividends | 1.07 | 0.23 | 474% |
| Returns for 1 year | -4.05 | 11.05 | -37% |
| Returns for 3 years | 26.85 | 34.12 | 79% |
| Returns for 5 years | -7.87 | 14.22 | -55% |
| Returns for 10 years | -17.25 | 53.50 | -32% |
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