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RGSAX vs SMCFX
RGSAX vs SMCFX Comparison
Open Charts RGSAX vs SMCFX
Virtus KAR Global Small-Cap A
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets44.32M
American Funds SMALLCAP World F2
Price$77.89
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets81.4B
RGSAX vs SMCFX Comparison Chart in %
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RGSAX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.4B vs. RGSAX (44.3M). RGSAX pays higher dividends than SMCFX: RGSAX (1.07) vs SMCFX (0.81). RGSAX was incepted earlier than SMCFX: RGSAX (24 years) vs SMCFX (17 years). RGSAX (1.60) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. RGSAX (16.00). SMCFX has a lower initial minimum investment than RGSAX: SMCFX (250) vs RGSAX (2500). SMCFX annual gain was more profitable for investors over the last year : 12.64 vs. RGSAX (-3.55). SMCFX return over 5 years is better than : 19.59 vs. RGSAX (-7.39).
| RGSAX | SMCFX | RGSAX / SMCFX | |
| Total Expense Ratio | 1.60 | 0.76 | 211% |
| Annual Report Gross Expense Ratio | 1.60 | 0.76 | 211% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 7.277 | 11.890 | 61% |
| 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 | 0.81 | 133% |
| Returns for 1 year | -3.55 | 12.64 | -28% |
| Returns for 3 years | 27.51 | 37.66 | 73% |
| Returns for 5 years | -7.39 | 19.59 | -38% |
| Returns for 10 years | -16.82 | 66.37 | -25% |
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