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RTXAX vs SMCWX
RTXAX vs SMCWX Comparison
Open Charts RTXAX vs SMCWX
Russell Inv Tax-Managed Real Assets A
Price$14.34
Change+$1.02 (+7.66%)
VolumeN/A
Net Assets1.34B
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
RTXAX vs SMCWX Comparison Chart in %
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RTXAX vs. SMCWX 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 RTXAX is a Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. RTXAX (1.34B). RTXAX pays higher dividends than SMCWX: RTXAX (2.68) vs SMCWX (0.68). RTXAX was incepted earlier than SMCWX: RTXAX (7 years) vs SMCWX (36 years). RTXAX (1.42) is less costly to investors than SMCWX (1.03). RTXAX (42.00) and SMCWX (41.00) have comparable annual turnover. RTXAX (6%) and SMCWX (6%) have equivalent initial investment costs. RTXAX has a lower initial minimum investment than SMCWX: RTXAX (0) vs SMCWX (250). RTXAX annual gain was more profitable for investors over the last year : 20.76 vs. SMCWX (13.30). RTXAX return over 5 years is better than : 39.13 vs. SMCWX (-7.39).
| RTXAX | SMCWX | RTXAX / SMCWX | |
| Total Expense Ratio | 1.33 | 1.03 | 129% |
| Annual Report Gross Expense Ratio | 1.42 | 1.03 | 138% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 7.658 | 4.762 | 161% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 82.4B | 2% |
| Annual Yield % from dividends | 2.68 | 0.68 | 394% |
| Returns for 1 year | 20.76 | 13.30 | 156% |
| Returns for 3 years | 24.33 | 24.37 | 100% |
| Returns for 5 years | 39.13 | -7.39 | -530% |
| Returns for 10 years | N/A | 104.21 | - |
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