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DGSCX vs SMCWX
DGSCX vs SMCWX Comparison
Open Charts DGSCX vs SMCWX
Virtus KAR Global Small-Cap Inst
Price$38.27
Change-$1.15 (-2.92%)
VolumeN/A
Net Assets38.88M
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
DGSCX vs SMCWX Comparison Chart in %
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DGSCX vs. SMCWX commentary
Feb 05, 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 DGSCX is a Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. DGSCX (38.9M). DGSCX pays higher dividends than SMCWX: DGSCX (2.33) vs SMCWX (0.68). DGSCX was incepted earlier than SMCWX: DGSCX (29 years) vs SMCWX (36 years). DGSCX (1.38) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. DGSCX (25.00). SMCWX has a lower initial minimum investment than DGSCX: SMCWX (250) vs DGSCX (1000000). SMCWX annual gain was more profitable for investors over the last year : 13.30 vs. DGSCX (-0.05). SMCWX return over 5 years is better than : -7.39 vs. DGSCX (-29.86).
| DGSCX | SMCWX | DGSCX / SMCWX | |
| Total Expense Ratio | 1.28 | 1.03 | 124% |
| Annual Report Gross Expense Ratio | 1.38 | 1.03 | 134% |
| Fund Existence | 29 years | 36 years | - |
| Gain YTD | 5.253 | 4.762 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 82.4B | 0% |
| Annual Yield % from dividends | 2.33 | 0.68 | 343% |
| Returns for 1 year | -0.05 | 13.30 | -0% |
| Returns for 3 years | 8.94 | 24.37 | 37% |
| Returns for 5 years | -29.86 | -7.39 | 404% |
| Returns for 10 years | 1.80 | 104.21 | 2% |
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