RNGCX vs. DGSCX
RNGCX (American Funds The New Economy Fund Class R-3) and DGSCX (Virtus Global Small-Cap Fund) are both Global Equities funds. Over the past 10 years, RNGCX returned 14.63%/yr vs 7.45%/yr for DGSCX. Their correlation of 0.84 means they have usually moved in the same direction. RNGCX charges 1.05%/yr vs 1.28%/yr for DGSCX.
Performance
RNGCX vs. DGSCX - Performance Comparison
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Returns By Period
In the year-to-date period, RNGCX achieves a 13.88% return, which is significantly higher than DGSCX's 6.22% return. Over the past 10 years, RNGCX has outperformed DGSCX with an annualized return of 14.63%, while DGSCX has yielded a comparatively lower 7.45% annualized return.
RNGCX
- 1D
- 3.58%
- 1M
- -4.68%
- 6M
- 9.92%
- YTD
- 13.88%
- 1Y
- 35.37%
- 3Y*
- 24.58%
- 5Y*
- 11.24%
- 10Y*
- 14.63%
- ALL TIME*
- 11.95%
DGSCX
- 1D
- -0.26%
- 1M
- 0.23%
- 6M
- 1.93%
- YTD
- 6.22%
- 1Y
- -0.39%
- 3Y*
- 7.19%
- 5Y*
- 1.62%
- 10Y*
- 7.45%
- ALL TIME*
- 8.16%
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 |
RNGCX vs. DGSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNGCX American Funds The New Economy Fund Class R-3 | 13.88% | 30.60% | 23.19% | 28.77% | -29.88% | 11.70% | 33.05% | 26.06% | -4.68% | 33.90% |
DGSCX Virtus Global Small-Cap Fund | 6.22% | -0.96% | 9.71% | 24.03% | -24.11% | 11.23% | 29.79% | 23.02% | -16.82% | 26.86% |
Correlation
The correlation between RNGCX and DGSCX 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 RNGCX and DGSCX 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
RNGCX vs. DGSCX — Risk / Return Rank
RNGCX
DGSCX
RNGCX vs. DGSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund Class R-3 (RNGCX) and Virtus Global Small-Cap Fund (DGSCX). 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.
| RNGCX | DGSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.99 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | -0.10 | +2.54 |
| Martin ratioReturn relative to average drawdown | 9.06 | -0.21 | +9.27 |
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Drawdowns
RNGCX vs. DGSCX - Drawdown Comparison
The maximum RNGCX drawdown since its inception was -55.54%, smaller than the maximum DGSCX drawdown of -68.18%. Use the drawdown chart below to compare losses from any high point for RNGCX and DGSCX.
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Drawdown Indicators
| RNGCX | DGSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -68.18% | +12.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -16.85% | +3.44% |
Max Drawdown (3Y)Largest decline over 3 years | -20.86% | -18.04% | -2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -37.49% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -40.29% | +3.04% |
Current DrawdownCurrent decline from peak | -8.02% | -5.23% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -8.88% | -19.61% | +10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 7.93% | -4.32% |
Volatility
RNGCX vs. DGSCX - Volatility Comparison
American Funds The New Economy Fund Class R-3 (RNGCX) has a higher volatility of 7.56% compared to Virtus Global Small-Cap Fund (DGSCX) at 2.97%. This indicates that RNGCX's price experiences larger fluctuations and is considered to be riskier than DGSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNGCX | DGSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 2.97% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 17.17% | 9.86% | +7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 12.57% | +7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.99% | 17.89% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 19.13% | +0.18% |
RNGCX vs. DGSCX - Expense Ratio Comparison
RNGCX has a 1.05% expense ratio, which is lower than DGSCX's 1.28% expense ratio.
Dividends
RNGCX vs. DGSCX - Dividend Comparison
RNGCX's dividend yield for the trailing twelve months is around 9.22%, more than DGSCX's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 4.34% | 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 | 9.22% | 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
RNGCX and DGSCX 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 (7.56%) compared to DGSCX (2.97%). In terms of maximum drawdown, RNGCX dropped -55.54% vs DGSCX's -68.18%.
RNGCX currently has the higher Sharpe Ratio (1.60 vs -0.13), 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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