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RTXMX vs SFCWX
RTXMX vs SFCWX Comparison
Open Charts RTXMX vs SFCWX
Russell Inv Tax-Managed Real Assets M
Price$11.98
Change-$0.42 (-3.39%)
VolumeN/A
Net Assets1.07B
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
RTXMX vs SFCWX Comparison Chart
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RTXMX vs. SFCWX commentary
Apr 04, 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 RTXMX is a Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 69.7B vs. RTXMX (1.07B). RTXMX pays higher dividends than SFCWX: RTXMX (2.29) vs SFCWX (1.04). RTXMX was incepted earlier than SFCWX: RTXMX (6 years) vs SFCWX (8 years). RTXMX (1.17) is less costly to investors than SFCWX (0.65). RTXMX is a more actively managed with annual turnover of: 42.00 vs. SFCWX (32.00). RTXMX has a lower initial minimum investment than SFCWX: RTXMX (0) vs SFCWX (1000000). RTXMX annual gain was more profitable for investors over the last year : 5.42 vs. SFCWX (-4.72). RTXMX return over 5 years is better than : 82.19 vs. SFCWX (53.43).
| RTXMX | SFCWX | RTXMX / SFCWX | |
| Total Expense Ratio | 0.98 | 0.65 | 151% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 2.479 | -4.980 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 69.7B | 2% |
| Annual Yield % from dividends | 2.29 | 1.04 | 220% |
| Returns for 1 year | 5.42 | -4.72 | -115% |
| Returns for 3 years | -6.49 | -5.29 | 123% |
| Returns for 5 years | 82.19 | 53.43 | 154% |
| Returns for 10 years | N/A | N/A | - |
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