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RGSAX vs SMCWX
RGSAX vs SMCWX Comparison
Open Charts RGSAX vs SMCWX
Virtus KAR Global Small-Cap A
Price$33.07
Change-$0.35 (-1.05%)
VolumeN/A
Net Assets47.67M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
RGSAX vs SMCWX Comparison Chart
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RGSAX vs. SMCWX commentary
Feb 23, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. RGSAX (47.7M). 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). SMCWX annual gain was more profitable for investors over the last year : 1.53 vs. RGSAX (-3.31). SMCWX return over 5 years is better than : 12.97 vs. RGSAX (-13.19).
| 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 | 1.973 | 0.119 | 1,662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7M | 74.4B | 0% |
| Annual Yield % from dividends | 0.78 | 0.61 | 127% |
| Returns for 1 year | -3.31 | 1.53 | -216% |
| Returns for 3 years | -1.27 | 1.16 | -109% |
| Returns for 5 years | -13.19 | 12.97 | -102% |
| Returns for 10 years | -23.39 | 44.71 | -52% |
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