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RGSAX vs SMCWX
RGSAX vs SMCWX Comparison
Open Charts RGSAX vs SMCWX
Virtus KAR Global Small-Cap A
Price$32.71
Change-$3.71 (-10.19%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.17
Change-$2.14 (-3.04%)
VolumeN/A
CapitalizationN/A
RGSAX vs SMCWX Comparison Chart
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RGSAX vs. SMCWX commentary
Dec 19, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.3B vs. RGSAX (46.3M). RGSAX pays higher dividends than SMCWX: RGSAX (0.78) vs SMCWX (0.61). RGSAX was incepted earlier than SMCWX: RGSAX (23 years) vs SMCWX (35 years). RGSAX is a more actively managed with annual turnover of: 129.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than RGSAX: SMCWX (250) vs RGSAX (2500). RGSAX annual gain was more profitable for investors over the last year : 10.66 vs. SMCWX (8.61). SMCWX return over 5 years is better than : 16.64 vs. RGSAX (-1.48).
| RGSAX | SMCWX | RGSAX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 35 years | - |
| Gain YTD | 7.039 | 6.128 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.3M | 76.3B | 0% |
| Annual Yield % from dividends | 0.78 | 0.61 | 127% |
| Returns for 1 year | 10.66 | 8.61 | 124% |
| Returns for 3 years | 0.92 | -8.09 | -11% |
| Returns for 5 years | -1.48 | 16.64 | -9% |
| Returns for 10 years | -9.98 | 41.97 | -24% |