RTXSX
Price
$12.96
Change
+$0.10 (+0.78%)
Updated
Aug 15 closing price
Net Assets
1.14B
SFCWX
Price
$75.68
Change
-$0.18 (-0.24%)
Updated
Aug 15 closing price
Net Assets
80.31B
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RTXSX vs SFCWX

Header iconRTXSX vs SFCWX Comparison
Open Charts RTXSX vs SFCWXBanner chart's image
Russell Inv Tax-Managed Real Assets S
Price$12.96
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets1.14B
American Funds SMALLCAP World F3
Price$75.68
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
RTXSX vs SFCWX Comparison Chart in %
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RTXSX vs. SFCWX commentary
Aug 17, 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 Hold.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.3B vs. RTXSX (1.14B). RTXSX pays higher dividends than SFCWX: RTXSX (2.15) vs SFCWX (0.94). RTXSX was incepted earlier than SFCWX: RTXSX (6 years) vs SFCWX (9 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). SFCWX annual gain was more profitable for investors over the last year : 10.67 vs. RTXSX (5.28). RTXSX return over 5 years is better than : 43.85 vs. SFCWX (17.32).
RTXSXSFCWXRTXSX / SFCWX
Total Expense Ratio1.080.65166%
Annual Report Gross Expense Ratio1.170.65180%
Fund Existence6 years9 years-
Gain YTD7.1079.92372%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B80.3B1%
Annual Yield % from dividends2.150.94228%
Returns for 1 year5.2810.6750%
Returns for 3 years5.2922.7123%
Returns for 5 years43.8517.32253%
Returns for 10 yearsN/AN/A-
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