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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-$0.03 (-0.09%)
VolumeN/A
Net Assets44.03M
American Funds SMALLCAP World A
Price$68.24
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
RGSAX vs SMCWX Comparison Chart
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RGSAX vs. SMCWX commentary
Jan 19, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.1B vs. RGSAX (44M). 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 : 7.80 vs. RGSAX (-0.59). SMCWX return over 5 years is better than : 14.05 vs. RGSAX (-14.38).
| 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 | 0.863 | 1.261 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44M | 75.1B | 0% |
| Annual Yield % from dividends | 0.78 | 0.61 | 127% |
| Returns for 1 year | -0.59 | 7.80 | -8% |
| Returns for 3 years | -7.92 | -4.62 | 172% |
| Returns for 5 years | -14.38 | 14.05 | -102% |
| Returns for 10 years | -19.31 | 54.47 | -35% |