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DGSCX vs SCWFX
DGSCX vs SCWFX Comparison
Open Charts DGSCX vs SCWFX
Virtus KAR Global Small-Cap Inst
Price$40.82
Change-$0.52 (-1.26%)
VolumeN/A
Net Assets44.67M
American Funds SMALLCAP World F1
Price$68.52
Change-$1.09 (-1.57%)
VolumeN/A
Net Assets75.47B
DGSCX vs SCWFX Comparison Chart
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DGSCX vs. SCWFX commentary
Jun 16, 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 DGSCX is a Hold and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 75.5B vs. DGSCX (44.7M). DGSCX pays higher dividends than SCWFX: DGSCX (0.96) vs SCWFX (0.54). DGSCX was incepted earlier than SCWFX: DGSCX (28 years) vs SCWFX (24 years). DGSCX (1.35) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. DGSCX (16.00). SCWFX has a lower initial minimum investment than DGSCX: SCWFX (250) vs DGSCX (1000000). DGSCX (4.84) and SCWFX (4.76) have marching annual gain over last year. SCWFX return over 5 years is better than : 21.66 vs. DGSCX (9.72).
| DGSCX | SCWFX | DGSCX / SCWFX | |
| Total Expense Ratio | 1.28 | 1.08 | 119% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 6.330 | 3.402 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 75.5B | 0% |
| Annual Yield % from dividends | 0.96 | 0.54 | 176% |
| Returns for 1 year | 4.84 | 4.76 | 102% |
| Returns for 3 years | 24.48 | 29.98 | 82% |
| Returns for 5 years | 9.72 | 21.66 | 45% |
| Returns for 10 years | -13.30 | 37.68 | -35% |
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