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RGSCX vs SMCWX
RGSCX vs SMCWX Comparison
Open Charts RGSCX vs SMCWX
Virtus KAR Global Small-Cap C
Price$23.10
Change+$0.17 (+0.74%)
VolumeN/A
Net Assets44.73M
American Funds SMALLCAP World A
Price$69.50
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets75.73B
RGSCX vs SMCWX Comparison Chart
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RGSCX vs. SMCWX commentary
Jan 31, 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 RGSCX is a Buy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.7B vs. RGSCX (44.7M). SMCWX pays higher dividends than RGSCX: SMCWX (0.61) vs RGSCX (0.00). RGSCX was incepted earlier than SMCWX: RGSCX (23 years) vs SMCWX (35 years). RGSCX is a more actively managed with annual turnover of: 129.00 vs. SMCWX (29.00). SMCWX has a lower initial minimum investment than RGSCX: SMCWX (250) vs RGSCX (2500). SMCWX annual gain was more profitable for investors over the last year : 8.92 vs. RGSCX (-3.56). SMCWX return over 5 years is better than : 20.74 vs. RGSCX (-24.40).
| RGSCX | SMCWX | RGSCX / 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 | 3.125 | 3.131 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 75.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -3.56 | 8.92 | -40% |
| Returns for 3 years | -8.89 | -0.17 | 5,197% |
| Returns for 5 years | -24.40 | 20.74 | -118% |
| Returns for 10 years | -37.87 | 55.93 | -68% |