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RGSAX vs SFCWX
RGSAX vs SFCWX Comparison
Open Charts RGSAX vs SFCWX
Virtus KAR Global Small-Cap A
Price$32.87
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets40.79M
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
RGSAX vs SFCWX Comparison Chart in %
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RGSAX vs. SFCWX commentary
Oct 19, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.9B vs. RGSAX (40.8M). RGSAX pays higher dividends than SFCWX: RGSAX (1.10) vs SFCWX (0.90). RGSAX was incepted earlier than SFCWX: RGSAX (24 years) vs SFCWX (9 years). RGSAX (1.60) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (25.00). RGSAX has a lower initial minimum investment than SFCWX: RGSAX (2500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 6.80 vs. RGSAX (-12.26). SFCWX return over 5 years is better than : 10.29 vs. RGSAX (-20.00).
| RGSAX | SFCWX | RGSAX / SFCWX | |
| Total Expense Ratio | 1.60 | 0.65 | 246% |
| Annual Report Gross Expense Ratio | 1.60 | 0.65 | 246% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 1.357 | 11.143 | 12% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 80.9B | 0% |
| Annual Yield % from dividends | 1.10 | 0.90 | 122% |
| Returns for 1 year | -12.26 | 6.80 | -180% |
| Returns for 3 years | 25.86 | 42.09 | 61% |
| Returns for 5 years | -20.00 | 10.29 | -194% |
| Returns for 10 years | -22.01 | N/A | - |
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