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RTXSX vs SMCWX
RTXSX vs SMCWX Comparison
Open Charts RTXSX vs SMCWX
Russell Inv Tax-Managed Real Assets S
Price$14.38
Change+$1.00 (+7.47%)
VolumeN/A
Net Assets1.32B
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
RTXSX vs SMCWX Comparison Chart in %
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RTXSX vs. SMCWX commentary
Feb 04, 2026
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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. RTXSX (1.32B). RTXSX pays higher dividends than SMCWX: RTXSX (2.90) vs SMCWX (0.68). RTXSX was incepted earlier than SMCWX: RTXSX (7 years) vs SMCWX (36 years). RTXSX (1.17) is less costly to investors than SMCWX (1.03). RTXSX (42.00) and SMCWX (41.00) have comparable annual turnover. RTXSX has a lower initial minimum investment than SMCWX: RTXSX (0) vs SMCWX (250). RTXSX annual gain was more profitable for investors over the last year : 20.98 vs. SMCWX (13.30). RTXSX return over 5 years is better than : 40.47 vs. SMCWX (-7.39).
| RTXSX | SMCWX | RTXSX / SMCWX | |
| Total Expense Ratio | 1.08 | 1.03 | 105% |
| Annual Report Gross Expense Ratio | 1.17 | 1.03 | 114% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 7.635 | 4.762 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 82.4B | 2% |
| Annual Yield % from dividends | 2.90 | 0.68 | 426% |
| Returns for 1 year | 20.98 | 13.30 | 158% |
| Returns for 3 years | 25.16 | 24.37 | 103% |
| Returns for 5 years | 40.47 | -7.39 | -548% |
| Returns for 10 years | N/A | 104.21 | - |
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