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RGSAX vs SCWFX
RGSAX vs SCWFX Comparison
Open Charts RGSAX vs SCWFX
Virtus KAR Global Small-Cap A
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets44.32M
American Funds SMALLCAP World F1
Price$74.28
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
RGSAX vs SCWFX Comparison Chart in %
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RGSAX vs. SCWFX commentary
Sep 09, 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 Hold and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 81.4B vs. RGSAX (44.3M). RGSAX pays higher dividends than SCWFX: RGSAX (1.07) vs SCWFX (0.53). RGSAX was incepted earlier than SCWFX: RGSAX (24 years) vs SCWFX (25 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 : 12.29 vs. RGSAX (-3.55). SCWFX return over 5 years is better than : 17.50 vs. RGSAX (-7.39).
| RGSAX | SCWFX | RGSAX / SCWFX | |
| Total Expense Ratio | 1.60 | 1.08 | 148% |
| Annual Report Gross Expense Ratio | 1.60 | 1.08 | 148% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.277 | 11.656 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 81.4B | 0% |
| Annual Yield % from dividends | 1.07 | 0.53 | 201% |
| Returns for 1 year | -3.55 | 12.29 | -29% |
| Returns for 3 years | 27.51 | 36.64 | 75% |
| Returns for 5 years | -7.39 | 17.50 | -42% |
| Returns for 10 years | -16.82 | 60.59 | -28% |
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