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RGSAX vs RSEBX
RGSAX vs RSEBX Comparison
Open Charts RGSAX vs RSEBX
Virtus KAR Global Small-Cap A
Price$34.51
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets45.09M
American Funds SMALLCAP World R2E
Price$65.16
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
RGSAX vs RSEBX Comparison Chart
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RGSAX vs. RSEBX commentary
May 24, 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: 73.3B vs. RGSAX (45.1M). RGSAX pays higher dividends than RSEBX: RGSAX (1.13) vs RSEBX (0.22). RGSAX was incepted earlier than RSEBX: RGSAX (23 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 : 0.58 vs. RGSAX (0.10). RSEBX return over 5 years is better than : 19.55 vs. RGSAX (6.13).
| RGSAX | RSEBX | RGSAX / RSEBX | |
| Total Expense Ratio | 1.60 | 1.45 | 110% |
| Annual Report Gross Expense Ratio | 1.60 | 1.45 | 110% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 6.660 | 0.200 | 3,332% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 73.3B | 0% |
| Annual Yield % from dividends | 1.13 | 0.22 | 505% |
| Returns for 1 year | 0.10 | 0.58 | 16% |
| Returns for 3 years | 14.40 | 15.36 | 94% |
| Returns for 5 years | 6.13 | 19.55 | 31% |
| Returns for 10 years | -23.22 | 28.85 | -81% |
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