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RTXSX vs SMCWX
RTXSX vs SMCWX Comparison
Open Charts RTXSX vs SMCWX
Russell Inv Tax-Managed Real Assets S
Price$13.42
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets1.19B
American Funds SMALLCAP World A
Price$74.58
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets80.75B
RTXSX vs SMCWX Comparison Chart in %
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RTXSX vs. SMCWX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.8B vs. RTXSX (1.19B). 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 : 5.79 vs. RTXSX (4.38). RTXSX return over 5 years is better than : 56.45 vs. SMCWX (16.45).
| 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 | 10.909 | 10.707 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 80.8B | 1% |
| Annual Yield % from dividends | 2.05 | 0.57 | 358% |
| Returns for 1 year | 4.38 | 5.79 | 76% |
| Returns for 3 years | 30.19 | 45.43 | 66% |
| Returns for 5 years | 56.45 | 16.45 | 343% |
| Returns for 10 years | N/A | 71.06 | - |
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