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RTXSX vs SFCWX
RTXSX vs SFCWX Comparison
Open Charts RTXSX vs SFCWX
Russell Inv Tax-Managed Real Assets S
Price$12.74
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.11B
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
RTXSX vs SFCWX Comparison Chart
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RTXSX vs. SFCWX commentary
Jun 15, 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 RTXSX is a Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.5B vs. RTXSX (1.11B). RTXSX pays higher dividends than SFCWX: RTXSX (2.18) vs SFCWX (0.96). RTXSX was incepted earlier than SFCWX: RTXSX (6 years) vs SFCWX (8 years). RTXSX (1.17) is less costly to investors than SFCWX (0.65). RTXSX is a more actively managed with annual turnover of: 42.00 vs. SFCWX (32.00). RTXSX has a lower initial minimum investment than SFCWX: RTXSX (0) vs SFCWX (1000000). RTXSX annual gain was more profitable for investors over the last year : 8.41 vs. SFCWX (5.19). RTXSX return over 5 years is better than : 50.17 vs. SFCWX (24.23).
| RTXSX | SFCWX | RTXSX / SFCWX | |
| Total Expense Ratio | 1.08 | 0.65 | 166% |
| Annual Report Gross Expense Ratio | 1.17 | 0.65 | 180% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 5.289 | 3.590 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 75.5B | 1% |
| Annual Yield % from dividends | 2.18 | 0.96 | 227% |
| Returns for 1 year | 8.41 | 5.19 | 162% |
| Returns for 3 years | 13.28 | 31.20 | 43% |
| Returns for 5 years | 50.17 | 24.23 | 207% |
| Returns for 10 years | N/A | N/A | - |
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