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RTXMX vs SFCWX
RTXMX vs SFCWX Comparison
Open Charts RTXMX vs SFCWX
Russell Inv Tax-Managed Real Assets M
Price$12.61
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets1.08B
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
RTXMX vs SFCWX Comparison Chart
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RTXMX vs. SFCWX commentary
Jun 07, 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: 75.3B vs. RTXMX (1.09B). RTXMX pays higher dividends than SFCWX: RTXMX (2.26) vs SFCWX (0.96). 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 : 5.79 vs. SFCWX (5.16). RTXMX return over 5 years is better than : 41.34 vs. SFCWX (19.96).
| 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 | 4.215 | 3.906 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 75.3B | 1% |
| Annual Yield % from dividends | 2.26 | 0.96 | 235% |
| Returns for 1 year | 5.79 | 5.16 | 112% |
| Returns for 3 years | 0.02 | 17.81 | 0% |
| Returns for 5 years | 41.34 | 19.96 | 207% |
| Returns for 10 years | N/A | N/A | - |
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