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RTXAX vs SFCWX
RTXAX vs SFCWX Comparison
Open Charts RTXAX vs SFCWX
Russell Inv Tax-Managed Real Assets A
Price$12.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.11B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
RTXAX vs SFCWX Comparison Chart
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RTXAX vs. SFCWX 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 RTXAX is a Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. RTXAX (1.11B). RTXAX pays higher dividends than SFCWX: RTXAX (2.00) vs SFCWX (0.96). 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). RTXAX annual gain was more profitable for investors over the last year : 8.14 vs. SFCWX (5.19). RTXAX return over 5 years is better than : 49.02 vs. SFCWX (24.23).
| 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 | 5.220 | 3.590 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 75.5B | 1% |
| Annual Yield % from dividends | 2.00 | 0.96 | 208% |
| Returns for 1 year | 8.14 | 5.19 | 157% |
| Returns for 3 years | 12.69 | 31.20 | 41% |
| Returns for 5 years | 49.02 | 24.23 | 202% |
| Returns for 10 years | N/A | N/A | - |
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