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RGSAX vs RSLDX
RGSAX vs RSLDX Comparison
Open Charts RGSAX vs RSLDX
Virtus KAR Global Small-Cap A
Price$31.46
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets38.26M
American Funds SMALLCAP World R5E
Price$73.64
Change-$0.38 (-0.51%)
VolumeN/A
Net Assets79.34B
RGSAX vs RSLDX Comparison Chart in %
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RGSAX vs. RSLDX 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 RGSAX is a Hold and RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.3B vs. RGSAX (38.3M). RGSAX pays higher dividends than RSLDX: RGSAX (1.13) vs RSLDX (0.78). RGSAX was incepted earlier than RSLDX: RGSAX (24 years) vs RSLDX (10 years). RGSAX (1.66) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (25.00). RSLDX has a lower initial minimum investment than RGSAX: RSLDX (250) vs RGSAX (2500). RSLDX annual gain was more profitable for investors over the last year : 6.65 vs. RGSAX (-13.45). RSLDX return over 5 years is better than : 3.12 vs. RGSAX (-28.06).
| RGSAX | RSLDX | RGSAX / RSLDX | |
| Total Expense Ratio | 1.63 | 0.80 | 204% |
| Annual Report Gross Expense Ratio | 1.66 | 0.80 | 207% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -2.652 | 8.186 | -32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 79.3B | 0% |
| Annual Yield % from dividends | 1.13 | 0.78 | 145% |
| Returns for 1 year | -13.45 | 6.65 | -202% |
| Returns for 3 years | 11.38 | 29.81 | 38% |
| Returns for 5 years | -28.06 | 3.12 | -899% |
| Returns for 10 years | -25.82 | 59.21 | -44% |