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RTXMX vs SFCWX
RTXMX vs SFCWX Comparison
Open Charts RTXMX vs SFCWX
Russell Inv Tax-Managed Real Assets M
Price$12.81
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets1.12B
American Funds SMALLCAP World F3
Price$74.61
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets78.8B
RTXMX vs SFCWX Comparison Chart in %
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RTXMX vs. SFCWX commentary
Jul 21, 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: 78.8B vs. RTXMX (1.12B). RTXMX pays higher dividends than SFCWX: RTXMX (2.22) vs SFCWX (0.94). 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). SFCWX annual gain was more profitable for investors over the last year : 7.24 vs. RTXMX (4.81). RTXMX return over 5 years is better than : 49.87 vs. SFCWX (20.57).
| 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 | 5.868 | 8.369 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 78.8B | 1% |
| Annual Yield % from dividends | 2.22 | 0.94 | 237% |
| Returns for 1 year | 4.81 | 7.24 | 66% |
| Returns for 3 years | 14.21 | 32.20 | 44% |
| Returns for 5 years | 49.87 | 20.57 | 242% |
| Returns for 10 years | N/A | N/A | - |
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