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RGSAX vs SMCWX
RGSAX vs SMCWX Comparison
Open Charts RGSAX vs SMCWX
Virtus KAR Global Small-Cap A
Price$31.46
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets38.26M
American Funds SMALLCAP World A
Price$72.73
Change-$0.37 (-0.51%)
VolumeN/A
Net Assets79.34B
RGSAX vs SMCWX Comparison Chart in %
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RGSAX vs. SMCWX commentary
Nov 20, 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: 79.3B vs. RGSAX (38.3M). RGSAX pays higher dividends than SMCWX: RGSAX (1.13) vs SMCWX (0.57). RGSAX was incepted earlier than SMCWX: RGSAX (24 years) vs SMCWX (36 years). RGSAX (1.66) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (25.00). SMCWX (6%) and RGSAX (6%) have equivalent initial investment costs. 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 : 6.39 vs. RGSAX (-13.45). SMCWX return over 5 years is better than : 2.03 vs. RGSAX (-28.06).
| RGSAX | SMCWX | RGSAX / SMCWX | |
| Total Expense Ratio | 1.63 | 1.04 | 157% |
| Annual Report Gross Expense Ratio | 1.66 | 1.04 | 160% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | -2.652 | 7.961 | -33% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 79.3B | 0% |
| Annual Yield % from dividends | 1.13 | 0.57 | 199% |
| Returns for 1 year | -13.45 | 6.39 | -210% |
| Returns for 3 years | 11.38 | 29.12 | 39% |
| Returns for 5 years | -28.06 | 2.03 | -1,383% |
| Returns for 10 years | -25.82 | 56.47 | -46% |
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