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RTXAX vs SMCWX
RTXAX vs SMCWX Comparison
Open Charts RTXAX vs SMCWX
Russell Inv Tax-Managed Real Assets A
Price$13.09
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.16B
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
RTXAX vs SMCWX Comparison Chart in %
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RTXAX vs. SMCWX 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 RTXAX is a Buy and SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. RTXAX (1.16B). RTXAX pays higher dividends than SMCWX: RTXAX (1.88) vs SMCWX (0.57). RTXAX was incepted earlier than SMCWX: RTXAX (6 years) vs SMCWX (35 years). RTXAX (1.42) is less costly to investors than SMCWX (1.04). RTXAX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (32.00). RTXAX (6%) and SMCWX (6%) have equivalent initial investment costs. RTXAX has a lower initial minimum investment than SMCWX: RTXAX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : 12.34 vs. RTXAX (5.54). RTXAX return over 5 years is better than : 45.74 vs. SMCWX (17.91).
| RTXAX | SMCWX | RTXAX / SMCWX | |
| Total Expense Ratio | 1.33 | 1.04 | 128% |
| Annual Report Gross Expense Ratio | 1.42 | 1.04 | 137% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 8.948 | 11.687 | 77% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 81.4B | 1% |
| Annual Yield % from dividends | 1.88 | 0.57 | 328% |
| Returns for 1 year | 5.54 | 12.34 | 45% |
| Returns for 3 years | 13.89 | 36.82 | 38% |
| Returns for 5 years | 45.74 | 17.91 | 255% |
| Returns for 10 years | N/A | 61.84 | - |
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