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RTXMX vs SMCWX
RTXMX vs SMCWX Comparison
Open Charts RTXMX vs SMCWX
Russell Inv Tax-Managed Real Assets M
Price$12.37
Change-$0.18 (-1.43%)
VolumeN/A
Net Assets1.06B
American Funds SMALLCAP World A
Price$69.57
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets76.58B
RTXMX vs SMCWX Comparison Chart
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RTXMX vs. SMCWX commentary
Jan 23, 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 StrongBuy and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.6B vs. RTXMX (1.06B). RTXMX pays higher dividends than SMCWX: RTXMX (2.28) vs SMCWX (0.61). RTXMX was incepted earlier than SMCWX: RTXMX (6 years) vs SMCWX (35 years). RTXMX is a more actively managed with annual turnover of: 50.00 vs. SMCWX (29.00). RTXMX has a lower initial minimum investment than SMCWX: RTXMX (0) vs SMCWX (250). RTXMX annual gain was more profitable for investors over the last year : 9.44 vs. SMCWX (8.42). RTXMX return over 5 years is better than : 23.26 vs. SMCWX (17.87).
| RTXMX | SMCWX | RTXMX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 2.231 | 3.235 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 76.6B | 1% |
| Annual Yield % from dividends | 2.28 | 0.61 | 371% |
| Returns for 1 year | 9.44 | 8.42 | 112% |
| Returns for 3 years | 0.45 | 0.40 | 113% |
| Returns for 5 years | 23.26 | 17.87 | 130% |
| Returns for 10 years | N/A | 55.40 | - |