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DGSCX vs SMCFX
DGSCX vs SMCFX Comparison
Open Charts DGSCX vs SMCFX
Virtus KAR Global Small-Cap Inst
Price$40.82
Change-$0.52 (-1.26%)
VolumeN/A
Net Assets44.67M
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets75.47B
DGSCX vs SMCFX Comparison Chart
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DGSCX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 75.5B vs. DGSCX (44.7M). DGSCX pays higher dividends than SMCFX: DGSCX (0.96) vs SMCFX (0.84). DGSCX was incepted earlier than SMCFX: DGSCX (28 years) vs SMCFX (17 years). DGSCX (1.35) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. DGSCX (16.00). SMCFX has a lower initial minimum investment than DGSCX: SMCFX (250) vs DGSCX (1000000). SMCFX (5.08) and DGSCX (4.84) have marching annual gain over last year. SMCFX return over 5 years is better than : 23.80 vs. DGSCX (9.72).
| DGSCX | SMCFX | DGSCX / SMCFX | |
| Total Expense Ratio | 1.28 | 0.76 | 168% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 6.330 | 3.540 | 179% |
| 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 | 0.84 | 113% |
| Returns for 1 year | 4.84 | 5.08 | 95% |
| Returns for 3 years | 24.48 | 30.92 | 79% |
| Returns for 5 years | 9.72 | 23.80 | 41% |
| Returns for 10 years | -13.30 | 42.61 | -31% |