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DGSCX vs SMCWX
DGSCX vs SMCWX Comparison
Open Charts DGSCX vs SMCWX
Virtus KAR Global Small-Cap Inst
Price$36.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets38.09M
American Funds SMALLCAP World A
Price$74.38
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets82.31B
DGSCX vs SMCWX Comparison Chart in %
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DGSCX vs. SMCWX commentary
Dec 27, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.3B vs. DGSCX (38.1M). DGSCX pays higher dividends than SMCWX: DGSCX (1.02) vs SMCWX (0.56). 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 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 : 9.13 vs. DGSCX (-5.50). SMCWX return over 5 years is better than : -5.49 vs. DGSCX (-28.97).
| 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 | -4.663 | 10.410 | -45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1M | 82.3B | 0% |
| Annual Yield % from dividends | 1.02 | 0.56 | 184% |
| Returns for 1 year | -5.50 | 9.13 | -60% |
| Returns for 3 years | 15.05 | 34.63 | 43% |
| Returns for 5 years | -28.97 | -5.49 | 528% |
| Returns for 10 years | -17.14 | 71.89 | -24% |
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