Interact to see
Advertisement
Advertisement
RTXSX vs SMCWX
RTXSX vs SMCWX Comparison
Open Charts RTXSX vs SMCWX
Russell Inv Tax-Managed Real Assets S
Price$13.15
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.16B
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
RTXSX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTXSX vs. SMCWX commentary
Sep 08, 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 SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. RTXSX (1.16B). RTXSX pays higher dividends than SMCWX: RTXSX (2.05) vs SMCWX (0.57). RTXSX was incepted earlier than SMCWX: RTXSX (6 years) vs SMCWX (35 years). RTXSX (1.17) is less costly to investors than SMCWX (1.04). RTXSX is a more actively managed with annual turnover of: 42.00 vs. SMCWX (32.00). RTXSX has a lower initial minimum investment than SMCWX: RTXSX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : 12.34 vs. RTXSX (5.80). RTXSX return over 5 years is better than : 46.97 vs. SMCWX (17.91).
| RTXSX | SMCWX | RTXSX / SMCWX | |
| Total Expense Ratio | 1.08 | 1.04 | 104% |
| Annual Report Gross Expense Ratio | 1.17 | 1.04 | 113% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 9.091 | 11.687 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 81.4B | 1% |
| Annual Yield % from dividends | 2.05 | 0.57 | 358% |
| Returns for 1 year | 5.80 | 12.34 | 47% |
| Returns for 3 years | 14.57 | 36.82 | 40% |
| Returns for 5 years | 46.97 | 17.91 | 262% |
| Returns for 10 years | N/A | 61.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LTTI | 19.58 | 0.26 | +1.34% |
| FT Vest 20+ Year Treasury & Target Income ETF | |||
| DLY | 15.62 | 0.13 | +0.84% |
| DoubleLine Yield Opportunities Fund | |||
| BAMY | 27.26 | 0.01 | +0.04% |
| Brookstone Yield ETF | |||
| XDEC | 39.73 | N/A | -0.01% |
| FT Vest US Eq Enh & Mdt Bfr ETF Dec | |||
| XLI | 150.93 | -0.56 | -0.37% |
| The Industrial Select Sector SPDR® ETF | |||