Interact to see
Advertisement
Advertisement
RGSCX vs SMCWX
RGSCX vs SMCWX Comparison
Open Charts RGSCX vs SMCWX
Virtus KAR Global Small-Cap C
Price$21.47
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets38.13M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
RGSCX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGSCX 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 RGSCX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.9B vs. RGSCX (38.1M). RGSCX pays higher dividends than SMCWX: RGSCX (1.52) vs SMCWX (0.57). RGSCX was incepted earlier than SMCWX: RGSCX (24 years) vs SMCWX (36 years). RGSCX (2.42) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. RGSCX (25.00). 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 : 5.98 vs. RGSCX (-17.15). SMCWX return over 5 years is better than : 1.75 vs. RGSCX (-40.90).
| RGSCX | SMCWX | RGSCX / SMCWX | |
| Total Expense Ratio | 2.38 | 1.04 | 229% |
| Annual Report Gross Expense Ratio | 2.42 | 1.04 | 233% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | -4.152 | 8.154 | -51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1M | 78.9B | 0% |
| Annual Yield % from dividends | 1.52 | 0.57 | 269% |
| Returns for 1 year | -17.15 | 5.98 | -287% |
| Returns for 3 years | 3.56 | 29.35 | 12% |
| Returns for 5 years | -40.90 | 1.75 | -2,342% |
| Returns for 10 years | -44.39 | 56.75 | -78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement