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DGSCX vs SMCFX
DGSCX vs SMCFX Comparison
Open Charts DGSCX vs SMCFX
Virtus KAR Global Small-Cap Inst
Price$41.29
Change+$0.22 (+0.54%)
VolumeN/A
Net Assets43.91M
American Funds SMALLCAP World F2
Price$77.58
Change+$0.56 (+0.73%)
VolumeN/A
Net Assets81.4B
DGSCX vs SMCFX Comparison Chart in %
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DGSCX vs. SMCFX commentary
Sep 08, 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: 81.4B vs. DGSCX (43.9M). DGSCX pays higher dividends than SMCFX: DGSCX (0.95) vs SMCFX (0.81). 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 : 12.64 vs. DGSCX (-2.19). SMCFX return over 5 years is better than : 19.59 vs. DGSCX (-0.49).
| 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 | 7.554 | 11.890 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 81.4B | 0% |
| Annual Yield % from dividends | 0.95 | 0.81 | 118% |
| Returns for 1 year | -2.19 | 12.64 | -17% |
| Returns for 3 years | 30.76 | 37.66 | 82% |
| Returns for 5 years | -0.49 | 19.59 | -2% |
| Returns for 10 years | -6.61 | 66.37 | -10% |
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