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RTXMX vs SMCWX
RTXMX vs SMCWX Comparison
Open Charts RTXMX vs SMCWX
Russell Inv Tax-Managed Real Assets M
Price$13.63
Change-$0.13 (-0.94%)
VolumeN/A
Net Assets1.22B
American Funds SMALLCAP World A
Price$74.05
Change-$1.36 (-1.80%)
VolumeN/A
Net Assets81.78B
RTXMX vs SMCWX Comparison Chart in %
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RTXMX vs. SMCWX commentary
Nov 14, 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 RTXMX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.8B vs. RTXMX (1.22B). RTXMX pays higher dividends than SMCWX: RTXMX (2.08) vs SMCWX (0.57). RTXMX was incepted earlier than SMCWX: RTXMX (6 years) vs SMCWX (36 years). RTXMX (1.17) is less costly to investors than SMCWX (1.04). RTXMX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (32.00). RTXMX has a lower initial minimum investment than SMCWX: RTXMX (0) vs SMCWX (250). RTXMX annual gain was more profitable for investors over the last year : 9.43 vs. SMCWX (7.47). RTXMX return over 5 years is better than : 43.39 vs. SMCWX (7.35).
| RTXMX | SMCWX | RTXMX / SMCWX | |
| Total Expense Ratio | 0.98 | 1.04 | 94% |
| Annual Report Gross Expense Ratio | 1.17 | 1.04 | 113% |
| Fund Existence | 6 years | 36 years | - |
| Gain YTD | 13.719 | 11.939 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 81.8B | 1% |
| Annual Yield % from dividends | 2.08 | 0.57 | 368% |
| Returns for 1 year | 9.43 | 7.47 | 126% |
| Returns for 3 years | 19.16 | 30.90 | 62% |
| Returns for 5 years | 43.39 | 7.35 | 590% |
| Returns for 10 years | N/A | 65.65 | - |
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