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RGSAX vs SMCWX
RGSAX vs SMCWX Comparison
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RGSAX vs SMCWX Comparison Chart in %
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RGSAX vs. SMCWX commentary
Jun 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. RGSAX (34.4M). RGSAX pays higher dividends than SMCWX: RGSAX (2.83) vs SMCWX (0.63). RGSAX was incepted earlier than SMCWX: RGSAX (24 years) vs SMCWX (36 years). RGSAX (1.66) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 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 : 20.58 vs. RGSAX (-10.46). SMCWX return over 5 years is better than : -3.08 vs. RGSAX (-39.92).
| RGSAX | SMCWX | RGSAX / SMCWX | |
| Total Expense Ratio | 1.63 | 1.03 | 158% |
| Annual Report Gross Expense Ratio | 1.66 | 1.03 | 161% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | -0.626 | 12.785 | -5% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.4M | 88.9B | 0% |
| Annual Yield % from dividends | 2.83 | 0.63 | 453% |
| Returns for 1 year | -10.46 | 20.58 | -51% |
| Returns for 3 years | 4.12 | 38.22 | 11% |
| Returns for 5 years | -39.92 | -3.08 | 1,295% |
| Returns for 10 years | -25.28 | 89.89 | -28% |
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