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RTXMX vs SMCWX
RTXMX vs SMCWX Comparison
Open Charts RTXMX vs SMCWX
Russell Inv Tax-Managed Real Assets M
Price$13.58
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets1.19B
American Funds SMALLCAP World A
Price$75.46
Change+$0.81 (+1.09%)
VolumeN/A
Net Assets80.92B
RTXMX vs SMCWX Comparison Chart in %
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RTXMX vs. SMCWX commentary
Oct 21, 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: 80.9B vs. RTXMX (1.19B). RTXMX pays higher dividends than SMCWX: RTXMX (2.09) 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). SMCWX annual gain was more profitable for investors over the last year : 6.40 vs. RTXMX (4.76). RTXMX return over 5 years is better than : 50.93 vs. SMCWX (8.37).
| 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 | 11.405 | 10.811 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 80.9B | 1% |
| Annual Yield % from dividends | 2.09 | 0.57 | 368% |
| Returns for 1 year | 4.76 | 6.40 | 74% |
| Returns for 3 years | 28.30 | 40.93 | 69% |
| Returns for 5 years | 50.93 | 8.37 | 608% |
| Returns for 10 years | N/A | 62.33 | - |
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