RTXMX
Price
$12.01
Change
+$0.02 (+0.17%)
Updated
Apr 25 closing price
Net Assets
1.03B
SFCWX
Price
$64.98
Change
-$0.09 (-0.14%)
Updated
Apr 25 closing price
Net Assets
69.06B
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RTXMX vs SFCWX

Header iconRTXMX vs SFCWX Comparison
Open Charts RTXMX vs SFCWXBanner chart's image
Russell Inv Tax-Managed Real Assets M
Price$12.01
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.03B
American Funds SMALLCAP World F3
Price$64.98
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets69.06B
RTXMX vs SFCWX Comparison Chart
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RTXMX vs. SFCWX commentary
Apr 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 69.1B vs. RTXMX (1.03B). 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 : 3.65 vs. SFCWX (-1.04). RTXMX return over 5 years is better than : 57.99 vs. SFCWX (30.38).
RTXMXSFCWXRTXMX / SFCWX
Total Expense Ratio0.980.65151%
Annual Report Gross Expense Ratio1.170.65180%
Fund Existence6 years8 years-
Gain YTD-0.744-5.64813%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B69.1B1%
Annual Yield % from dividends2.291.04220%
Returns for 1 year3.65-1.04-352%
Returns for 3 years-4.455.70-78%
Returns for 5 years57.9930.38191%
Returns for 10 yearsN/AN/A-
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