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RGSAX vs SCWFX
RGSAX vs SCWFX Comparison
Open Charts RGSAX vs SCWFX
Virtus KAR Global Small-Cap A
Price$34.43
Change-$0.43 (-1.23%)
VolumeN/A
Net Assets44.67M
American Funds SMALLCAP World F1
Price$68.52
Change-$1.09 (-1.57%)
VolumeN/A
Net Assets75.47B
RGSAX vs SCWFX Comparison Chart
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RGSAX vs. SCWFX commentary
Jun 15, 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: 75.5B vs. RGSAX (44.7M). RGSAX pays higher dividends than SCWFX: RGSAX (1.08) vs SCWFX (0.54). 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 : 4.76 vs. RGSAX (3.39). SCWFX return over 5 years is better than : 21.66 vs. RGSAX (2.13).
| 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 | 6.167 | 3.402 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 75.5B | 0% |
| Annual Yield % from dividends | 1.08 | 0.54 | 198% |
| Returns for 1 year | 3.39 | 4.76 | 71% |
| Returns for 3 years | 21.43 | 29.98 | 71% |
| Returns for 5 years | 2.13 | 21.66 | 10% |
| Returns for 10 years | -22.75 | 37.68 | -60% |