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RTXMX vs SMCWX
RTXMX vs SMCWX Comparison
Open Charts RTXMX vs SMCWX
RTXMX vs SMCWX Comparison Chart in %
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RTXMX vs. SMCWX commentary
Jun 03, 2026
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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 88.9B vs. RTXMX (1.44B). RTXMX pays higher dividends than SMCWX: RTXMX (2.76) vs SMCWX (0.63). RTXMX was incepted earlier than SMCWX: RTXMX (7 years) vs SMCWX (36 years). RTXMX (1.16) is less costly to investors than SMCWX (1.03). RTXMX is a more actively managed with annual turnover of: 44.00 vs. SMCWX (41.00). 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 : 26.95 vs. SMCWX (20.50). RTXMX return over 5 years is better than : 32.44 vs. SMCWX (-2.89).
| RTXMX | SMCWX | RTXMX / SMCWX | |
| Total Expense Ratio | 0.97 | 1.03 | 94% |
| Annual Report Gross Expense Ratio | 1.16 | 1.03 | 113% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 15.494 | 12.075 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 88.9B | 2% |
| Annual Yield % from dividends | 2.76 | 0.63 | 440% |
| Returns for 1 year | 26.95 | 20.50 | 131% |
| Returns for 3 years | 43.09 | 37.36 | 115% |
| Returns for 5 years | 32.44 | -2.89 | -1,123% |
| Returns for 10 years | N/A | 88.69 | - |
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