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RGSAX vs SCWFX
RGSAX vs SCWFX Comparison
Open Charts RGSAX vs SCWFX
Virtus KAR Global Small-Cap A
Price$33.88
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets44.41M
American Funds SMALLCAP World F1
Price$65.10
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
RGSAX vs SCWFX Comparison Chart
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RGSAX vs. SCWFX commentary
May 11, 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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 71.8B vs. RGSAX (44.4M). RGSAX pays higher dividends than SCWFX: RGSAX (1.13) vs SCWFX (0.58). RGSAX was incepted earlier than SCWFX: RGSAX (23 years) vs SCWFX (24 years). RGSAX (1.60) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). SCWFX has a lower initial minimum investment than RGSAX: SCWFX (250) vs RGSAX (2500). SCWFX annual gain was more profitable for investors over the last year : -0.44 vs. RGSAX (-0.65). SCWFX return over 5 years is better than : 23.80 vs. RGSAX (6.06).
| RGSAX | SCWFX | RGSAX / SCWFX | |
| Total Expense Ratio | 1.60 | 1.08 | 148% |
| Annual Report Gross Expense Ratio | 1.60 | 1.08 | 148% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.471 | -1.795 | -249% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.4M | 71.8B | 0% |
| Annual Yield % from dividends | 1.13 | 0.58 | 195% |
| Returns for 1 year | -0.65 | -0.44 | 147% |
| Returns for 3 years | 16.00 | 18.37 | 87% |
| Returns for 5 years | 6.06 | 23.80 | 25% |
| Returns for 10 years | -23.09 | 33.98 | -68% |
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