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DGSCX vs SMCFX
DGSCX vs SMCFX Comparison
Open Charts DGSCX vs SMCFX
Virtus KAR Global Small-Cap Inst
Price$41.76
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets45.38M
American Funds SMALLCAP World F2
Price$75.39
Change+$0.43 (+0.57%)
VolumeN/A
Net Assets79.12B
DGSCX vs SMCFX Comparison Chart in %
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DGSCX vs. SMCFX commentary
Jul 07, 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 Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 79.1B vs. DGSCX (45.4M). DGSCX pays higher dividends than SMCFX: DGSCX (0.94) vs SMCFX (0.83). DGSCX was incepted earlier than SMCFX: DGSCX (29 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 annual gain was more profitable for investors over the last year : 10.67 vs. DGSCX (4.46). SMCFX return over 5 years is better than : 23.35 vs. DGSCX (7.27).
| DGSCX | SMCFX | DGSCX / SMCFX | |
| Total Expense Ratio | 1.28 | 0.76 | 168% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 8.778 | 8.732 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4M | 79.1B | 0% |
| Annual Yield % from dividends | 0.94 | 0.83 | 114% |
| Returns for 1 year | 4.46 | 10.67 | 42% |
| Returns for 3 years | 29.16 | 35.86 | 81% |
| Returns for 5 years | 7.27 | 23.35 | 31% |
| Returns for 10 years | -10.17 | 51.92 | -20% |
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