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RTXAX vs SFCWX
RTXAX vs SFCWX Comparison
Open Charts RTXAX vs SFCWX
Russell Inv Tax-Managed Real Assets A
Price$12.83
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.12B
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
RTXAX vs SFCWX Comparison Chart in %
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RTXAX vs. SFCWX commentary
Jul 07, 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 RTXAX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. RTXAX (1.12B). RTXAX pays higher dividends than SFCWX: RTXAX (1.97) vs SFCWX (0.94). RTXAX was incepted earlier than SFCWX: RTXAX (6 years) vs SFCWX (8 years). RTXAX (1.42) is less costly to investors than SFCWX (0.65). RTXAX is a more actively managed with annual turnover of: 42.00 vs. SFCWX (32.00). RTXAX has a lower initial minimum investment than SFCWX: RTXAX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.80 vs. RTXAX (8.16). RTXAX return over 5 years is better than : 50.88 vs. SFCWX (23.80).
| RTXAX | SFCWX | RTXAX / SFCWX | |
| Total Expense Ratio | 1.33 | 0.65 | 205% |
| Annual Report Gross Expense Ratio | 1.42 | 0.65 | 218% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 6.297 | 8.805 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 79.1B | 1% |
| Annual Yield % from dividends | 1.97 | 0.94 | 210% |
| Returns for 1 year | 8.16 | 10.80 | 76% |
| Returns for 3 years | 13.75 | 36.16 | 38% |
| Returns for 5 years | 50.88 | 23.80 | 214% |
| Returns for 10 years | N/A | N/A | - |
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