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RGSAX vs SCWFX
RGSAX vs SCWFX Comparison
Open Charts RGSAX vs SCWFX
Virtus KAR Global Small-Cap A
Price$35.21
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.38M
American Funds SMALLCAP World F1
Price$71.94
Change+$0.41 (+0.57%)
VolumeN/A
Net Assets79.12B
RGSAX vs SCWFX Comparison Chart in %
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RGSAX vs. SCWFX 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 RGSAX is a Buy and SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 79.1B vs. RGSAX (45.4M). RGSAX pays higher dividends than SCWFX: RGSAX (1.06) vs SCWFX (0.55). RGSAX was incepted earlier than SCWFX: RGSAX (23 years) vs SCWFX (24 years). RGSAX (1.60) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). SCWFX has a lower initial minimum investment than RGSAX: SCWFX (250) vs RGSAX (2500). SCWFX annual gain was more profitable for investors over the last year : 10.31 vs. RGSAX (3.01). SCWFX return over 5 years is better than : 21.20 vs. RGSAX (-0.17).
| RGSAX | SCWFX | RGSAX / SCWFX | |
| Total Expense Ratio | 1.60 | 1.08 | 148% |
| Annual Report Gross Expense Ratio | 1.60 | 1.08 | 148% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 8.572 | 8.563 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4M | 79.1B | 0% |
| Annual Yield % from dividends | 1.06 | 0.55 | 194% |
| Returns for 1 year | 3.01 | 10.31 | 29% |
| Returns for 3 years | 25.92 | 34.85 | 74% |
| Returns for 5 years | -0.17 | 21.20 | -1% |
| Returns for 10 years | -19.98 | 46.64 | -43% |
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