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RGSAX vs SFCWX
RGSAX vs SFCWX Comparison
Open Charts RGSAX vs SFCWX
Virtus KAR Global Small-Cap A
Price$31.95
Change-$1.26 (-3.79%)
VolumeN/A
Net Assets38.88M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
RGSAX vs SFCWX Comparison Chart in %
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RGSAX vs. SFCWX commentary
Feb 04, 2026
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: 82.4B vs. RGSAX (38.9M). RGSAX pays higher dividends than SFCWX: RGSAX (2.71) vs SFCWX (1.00). RGSAX was incepted earlier than SFCWX: RGSAX (24 years) vs SFCWX (9 years). RGSAX (1.66) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 41.00 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 : 13.84 vs. RGSAX (-0.80). SFCWX return over 5 years is better than : -5.67 vs. RGSAX (-34.70).
| RGSAX | SFCWX | RGSAX / SFCWX | |
| Total Expense Ratio | 1.63 | 0.65 | 251% |
| Annual Report Gross Expense Ratio | 1.66 | 0.65 | 255% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 5.203 | 4.814 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 82.4B | 0% |
| Annual Yield % from dividends | 2.71 | 1.00 | 270% |
| Returns for 1 year | -0.80 | 13.84 | -6% |
| Returns for 3 years | 6.24 | 25.94 | 24% |
| Returns for 5 years | -34.70 | -5.67 | 612% |
| Returns for 10 years | -9.69 | N/A | - |
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