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RGSAX vs SFCWX
RGSAX vs SFCWX Comparison
Open Charts RGSAX vs SFCWX
Virtus KAR Global Small-Cap A
Price$37.18
Change-$0.45 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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RGSAX vs SFCWX Comparison Chart
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RGSAX vs. SFCWX commentary
Sep 21, 2024
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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. RGSAX (49.2M). SFCWX pays higher dividends than RGSAX: SFCWX (0.95) vs RGSAX (0.78). RGSAX was incepted earlier than SFCWX: RGSAX (23 years) vs SFCWX (8 years). RGSAX is a more actively managed with annual turnover of: 129.00 vs. SFCWX (29.00). RGSAX has a lower initial minimum investment than SFCWX: RGSAX (2500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 20.16 vs. RGSAX (18.69). SFCWX return over 5 years is better than : 27.21 vs. RGSAX (-3.15).
| RGSAX | SFCWX | RGSAX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.706 | 6.204 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.2M | 76.8B | 0% |
| Annual Yield % from dividends | 0.78 | 0.95 | 82% |
| Returns for 1 year | 18.69 | 20.16 | 93% |
| Returns for 3 years | -27.71 | -21.78 | 127% |
| Returns for 5 years | -3.15 | 27.21 | -12% |
| Returns for 10 years | -8.92 | N/A | - |
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