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RGSAX vs SFCWX
RGSAX vs SFCWX Comparison
Open Charts RGSAX vs SFCWX
Virtus KAR Global Small-Cap A
Price$34.79
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets43.77M
American Funds SMALLCAP World F3
Price$77.09
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets80.82B
RGSAX vs SFCWX Comparison Chart in %
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RGSAX vs. SFCWX commentary
Sep 07, 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.8B vs. RGSAX (43.8M). RGSAX pays higher dividends than SFCWX: RGSAX (1.07) vs SFCWX (0.91). RGSAX was incepted earlier than SFCWX: RGSAX (24 years) vs SFCWX (9 years). RGSAX (1.60) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). 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 : 11.96 vs. RGSAX (-4.05). SFCWX return over 5 years is better than : 19.14 vs. RGSAX (-7.87).
| RGSAX | SFCWX | RGSAX / SFCWX | |
| Total Expense Ratio | 1.60 | 0.65 | 246% |
| Annual Report Gross Expense Ratio | 1.60 | 0.65 | 246% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 6.722 | 11.172 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 80.8B | 0% |
| Annual Yield % from dividends | 1.07 | 0.91 | 118% |
| Returns for 1 year | -4.05 | 11.96 | -34% |
| Returns for 3 years | 26.85 | 36.97 | 73% |
| Returns for 5 years | -7.87 | 19.14 | -41% |
| Returns for 10 years | -17.25 | N/A | - |
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