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RTXAX vs SFCWX
RTXAX vs SFCWX Comparison
Open Charts RTXAX vs SFCWX
Russell Inv Tax-Managed Real Assets A
Price$13.36
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets1.19B
American Funds SMALLCAP World F3
Price$76.43
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets80.43B
RTXAX vs SFCWX Comparison Chart in %
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RTXAX vs. SFCWX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.4B vs. RTXAX (1.19B). RTXAX pays higher dividends than SFCWX: RTXAX (1.88) vs SFCWX (0.91). RTXAX was incepted earlier than SFCWX: RTXAX (6 years) vs SFCWX (9 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 : 6.19 vs. RTXAX (4.11). RTXAX return over 5 years is better than : 55.05 vs. SFCWX (18.50).
| 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 | 9 years | - |
| Gain YTD | 10.688 | 11.013 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 80.4B | 1% |
| Annual Yield % from dividends | 1.88 | 0.91 | 206% |
| Returns for 1 year | 4.11 | 6.19 | 66% |
| Returns for 3 years | 29.49 | 46.65 | 63% |
| Returns for 5 years | 55.05 | 18.50 | 297% |
| Returns for 10 years | N/A | N/A | - |
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