DGSCX vs. RNGCX
DGSCX (Virtus Global Small-Cap Fund) and RNGCX (American Funds The New Economy Fund Class R-3) are both Global Equities funds. Over the past 10 years, DGSCX returned 7.55%/yr vs 14.87%/yr for RNGCX. Their correlation of 0.84 means they have usually moved in the same direction. DGSCX charges 1.28%/yr vs 1.05%/yr for RNGCX.
Performance
DGSCX vs. RNGCX - Performance Comparison
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Returns By Period
In the year-to-date period, DGSCX achieves a 5.97% return, which is significantly lower than RNGCX's 15.20% return. Over the past 10 years, DGSCX has underperformed RNGCX with an annualized return of 7.55%, while RNGCX has yielded a comparatively higher 14.87% annualized return.
DGSCX
- 1D
- -0.23%
- 1M
- 0.00%
- 6M
- 0.84%
- YTD
- 5.97%
- 1Y
- -0.62%
- 3Y*
- 7.12%
- 5Y*
- 1.58%
- 10Y*
- 7.55%
- ALL TIME*
- 8.15%
RNGCX
- 1D
- 1.16%
- 1M
- -3.57%
- 6M
- 10.87%
- YTD
- 15.20%
- 1Y
- 36.94%
- 3Y*
- 25.21%
- 5Y*
- 11.50%
- 10Y*
- 14.87%
- ALL TIME*
- 12.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DGSCX vs. RNGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 5.97% | -0.96% | 9.71% | 24.03% | -24.11% | 11.23% | 29.79% | 23.02% | -16.82% | 26.86% |
RNGCX American Funds The New Economy Fund Class R-3 | 15.20% | 30.60% | 23.19% | 28.77% | -29.88% | 11.70% | 33.05% | 26.06% | -4.68% | 33.90% |
Correlation
The correlation between DGSCX and RNGCX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2003 | 0.84 |
Over the past year, the correlation between DGSCX and RNGCX has dropped to 0.40 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
DGSCX vs. RNGCX — Risk / Return Rank
DGSCX
RNGCX
DGSCX vs. RNGCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Small-Cap Fund (DGSCX) and American Funds The New Economy Fund Class R-3 (RNGCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGSCX | RNGCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.29 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.57 | -2.67 |
| Martin ratioReturn relative to average drawdown | -0.22 | 9.48 | -9.69 |
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Drawdowns
DGSCX vs. RNGCX - Drawdown Comparison
The maximum DGSCX drawdown since its inception was -68.18%, which is greater than RNGCX's maximum drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for DGSCX and RNGCX.
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Drawdown Indicators
| DGSCX | RNGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.18% | -55.54% | -12.64% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -13.41% | -3.44% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -20.86% | +2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -37.49% | -37.25% | -0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | -37.25% | -3.04% |
Current DrawdownCurrent decline from peak | -5.45% | -6.95% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -19.61% | -8.88% | -10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 3.63% | +4.30% |
Volatility
DGSCX vs. RNGCX - Volatility Comparison
The current volatility for Virtus Global Small-Cap Fund (DGSCX) is 2.94%, while American Funds The New Economy Fund Class R-3 (RNGCX) has a volatility of 7.66%. This indicates that DGSCX experiences smaller price fluctuations and is considered to be less risky than RNGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGSCX | RNGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 7.66% | -4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 17.19% | -7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 20.45% | -7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 19.99% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 19.32% | -0.19% |
DGSCX vs. RNGCX - Expense Ratio Comparison
DGSCX has a 1.28% expense ratio, which is higher than RNGCX's 1.05% expense ratio.
Dividends
DGSCX vs. RNGCX - Dividend Comparison
DGSCX's dividend yield for the trailing twelve months is around 4.35%, less than RNGCX's 9.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 4.35% | 4.61% | 14.50% | 0.84% | 2.64% | 30.56% | 4.16% | 7.03% | 21.96% | 7.99% | 0.00% | 0.00% |
RNGCX American Funds The New Economy Fund Class R-3 | 9.12% | 10.50% | 10.06% | 3.87% | 0.00% | 7.83% | 2.53% | 7.21% | 9.78% | 8.29% | 0.00% | 5.89% |
Frequently Asked Questions
DGSCX and RNGCX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RNGCX has higher volatility (7.66%) compared to DGSCX (2.94%). In terms of maximum drawdown, DGSCX dropped -68.18% vs RNGCX's -55.54%.
RNGCX currently has the higher Sharpe Ratio (1.69 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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