Interact to see
Advertisement
Advertisement
RGSAX vs RSLDX
RGSAX vs RSLDX Comparison
Open Charts RGSAX vs RSLDX
Virtus KAR Global Small-Cap A
Price$34.43
Change-$0.43 (-1.23%)
VolumeN/A
Net Assets44.67M
American Funds SMALLCAP World R5E
Price$70.47
Change-$1.12 (-1.56%)
VolumeN/A
Net Assets75.47B
RGSAX vs RSLDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RGSAX vs. RSLDX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.5B vs. RGSAX (44.7M). RGSAX pays higher dividends than RSLDX: RGSAX (1.08) vs RSLDX (0.82). RGSAX was incepted earlier than RSLDX: RGSAX (23 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 : 5.04 vs. RGSAX (3.39). RSLDX return over 5 years is better than : 23.37 vs. RGSAX (2.13).
| RGSAX | RSLDX | RGSAX / RSLDX | |
| Total Expense Ratio | 1.60 | 0.80 | 200% |
| Annual Report Gross Expense Ratio | 1.60 | 0.80 | 200% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 6.167 | 3.529 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 75.5B | 0% |
| Annual Yield % from dividends | 1.08 | 0.82 | 131% |
| Returns for 1 year | 3.39 | 5.04 | 67% |
| Returns for 3 years | 21.43 | 30.80 | 70% |
| Returns for 5 years | 2.13 | 23.37 | 9% |
| Returns for 10 years | -22.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers