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RTXAX vs SMCWX
RTXAX vs SMCWX Comparison
Open Charts RTXAX vs SMCWX
RTXAX vs SMCWX Comparison Chart in %
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RTXAX vs. SMCWX commentary
Jun 03, 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 RTXAX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. RTXAX (1.44B). RTXAX pays higher dividends than SMCWX: RTXAX (2.51) vs SMCWX (0.63). RTXAX was incepted earlier than SMCWX: RTXAX (7 years) vs SMCWX (36 years). RTXAX (1.41) is less costly to investors than SMCWX (1.03). RTXAX is a more actively managed with annual turnover of: 44.00 vs. SMCWX (41.00). RTXAX (6%) and SMCWX (6%) have equivalent initial investment costs. RTXAX has a lower initial minimum investment than SMCWX: RTXAX (0) vs SMCWX (250). RTXAX annual gain was more profitable for investors over the last year : 26.51 vs. SMCWX (20.50). RTXAX return over 5 years is better than : 30.77 vs. SMCWX (-2.89).
| RTXAX | SMCWX | RTXAX / SMCWX | |
| Total Expense Ratio | 1.32 | 1.03 | 128% |
| Annual Report Gross Expense Ratio | 1.41 | 1.03 | 137% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 15.374 | 12.075 | 127% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 88.9B | 2% |
| Annual Yield % from dividends | 2.51 | 0.63 | 401% |
| Returns for 1 year | 26.51 | 20.50 | 129% |
| Returns for 3 years | 41.61 | 37.36 | 111% |
| Returns for 5 years | 30.77 | -2.89 | -1,066% |
| Returns for 10 years | N/A | 88.69 | - |
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