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RGSAX vs RSLDX
RGSAX vs RSLDX Comparison
Open Charts RGSAX vs RSLDX
Virtus KAR Global Small-Cap A
Price$34.60
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets44.32M
American Funds SMALLCAP World R5E
Price$74.76
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
RGSAX vs RSLDX Comparison Chart in %
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RGSAX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 80.3B vs. RGSAX (44.3M). RGSAX pays higher dividends than RSLDX: RGSAX (1.08) vs RSLDX (0.81). RGSAX was incepted earlier than RSLDX: RGSAX (24 years) vs RSLDX (10 years). RGSAX (1.60) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). 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 : 10.50 vs. RGSAX (-2.24). RSLDX return over 5 years is better than : 16.53 vs. RGSAX (-8.26).
| RGSAX | RSLDX | RGSAX / RSLDX | |
| Total Expense Ratio | 1.60 | 0.80 | 200% |
| Annual Report Gross Expense Ratio | 1.60 | 0.80 | 200% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 7.185 | 9.831 | 73% |
| 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 | 0.81 | 133% |
| Returns for 1 year | -2.24 | 10.50 | -21% |
| Returns for 3 years | 16.78 | 22.36 | 75% |
| Returns for 5 years | -8.26 | 16.53 | -50% |
| Returns for 10 years | -21.09 | N/A | - |
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