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RTXMX vs SMCWX
RTXMX vs SMCWX Comparison
Open Charts RTXMX vs SMCWX
Russell Inv Tax-Managed Real Assets M
Price$13.29
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.17B
American Funds SMALLCAP World A
Price$75.62
Change-$0.26 (-0.34%)
VolumeN/A
Net Assets81.91B
RTXMX vs SMCWX Comparison Chart in %
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RTXMX vs. SMCWX commentary
Sep 18, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.9B vs. RTXMX (1.17B). RTXMX pays higher dividends than SMCWX: RTXMX (2.12) vs SMCWX (0.57). RTXMX was incepted earlier than SMCWX: RTXMX (6 years) vs SMCWX (35 years). RTXMX (1.17) is less costly to investors than SMCWX (1.04). RTXMX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (32.00). RTXMX has a lower initial minimum investment than SMCWX: RTXMX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : 9.52 vs. RTXMX (3.83). RTXMX return over 5 years is better than : 49.90 vs. SMCWX (16.54).
| RTXMX | SMCWX | RTXMX / SMCWX | |
| Total Expense Ratio | 0.98 | 1.04 | 94% |
| Annual Report Gross Expense Ratio | 1.17 | 1.04 | 113% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 9.835 | 12.251 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 81.9B | 1% |
| Annual Yield % from dividends | 2.12 | 0.57 | 370% |
| Returns for 1 year | 3.83 | 9.52 | 40% |
| Returns for 3 years | 17.11 | 37.31 | 46% |
| Returns for 5 years | 49.90 | 16.54 | 302% |
| Returns for 10 years | N/A | 61.36 | - |
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