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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 24, 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 Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. RGSAX (34.9M). 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 : 20.11 vs. RGSAX (-7.25). SMCWX return over 5 years is better than : -3.93 vs. RGSAX (-38.49).
| 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 | 1.811 | 14.258 | 13% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9M | 91.5B | 0% |
| Annual Yield % from dividends | 2.83 | 0.63 | 453% |
| Returns for 1 year | -7.25 | 20.11 | -36% |
| Returns for 3 years | 6.05 | 39.64 | 15% |
| Returns for 5 years | -38.49 | -3.93 | 980% |
| Returns for 10 years | -19.61 | 100.78 | -19% |
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