RSDGX vs. SMCWX
Compare and contrast key facts about Victory RS Select Growth Fund (RSDGX) and American Funds SMALLCAP World Fund Class A (SMCWX).
RSDGX is managed by Victory. It was launched on Aug 1, 1996. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
RSDGX vs. SMCWX - Performance Comparison
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RSDGX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | -1.95% | 7.07% | 23.42% | 18.63% | -32.44% | 5.90% | 33.25% | 32.26% | -7.83% | 17.09% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, RSDGX achieves a -1.95% return, which is significantly lower than SMCWX's -1.05% return. Both investments have delivered pretty close results over the past 10 years, with RSDGX having a 8.71% annualized return and SMCWX not far ahead at 9.04%.
RSDGX
- 1D
- 4.56%
- 1M
- -7.26%
- YTD
- -1.95%
- 6M
- 2.02%
- 1Y
- 19.15%
- 3Y*
- 12.35%
- 5Y*
- 1.38%
- 10Y*
- 8.71%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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RSDGX vs. SMCWX - Expense Ratio Comparison
RSDGX has a 1.40% expense ratio, which is higher than SMCWX's 1.02% expense ratio.
Return for Risk
RSDGX vs. SMCWX — Risk / Return Rank
RSDGX
SMCWX
RSDGX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| RSDGX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.17 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.72 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.66 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.24 | 6.37 | -1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSDGX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.17 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.01 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.51 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.57 | -0.19 |
Correlation
The correlation between RSDGX and SMCWX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RSDGX vs. SMCWX - Dividend Comparison
RSDGX's dividend yield for the trailing twelve months is around 13.80%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | 13.80% | 13.53% | 0.00% | 0.00% | 38.07% | 28.89% | 17.43% | 13.19% | 46.71% | 14.65% | 3.30% | 9.40% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
RSDGX vs. SMCWX - Drawdown Comparison
The maximum RSDGX drawdown since its inception was -74.21%, which is greater than SMCWX's maximum drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for RSDGX and SMCWX.
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Drawdown Indicators
| RSDGX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.21% | -62.46% | -11.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -11.83% | -2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -50.14% | -39.79% | -10.35% |
Max Drawdown (10Y)Largest decline over 10 years | -50.14% | -39.79% | -10.35% |
Current DrawdownCurrent decline from peak | -18.71% | -10.12% | -8.59% |
Average DrawdownAverage peak-to-trough decline | -28.28% | -14.98% | -13.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.08% | +0.53% |
Volatility
RSDGX vs. SMCWX - Volatility Comparison
Victory RS Select Growth Fund (RSDGX) has a higher volatility of 9.43% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that RSDGX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSDGX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 7.62% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 11.82% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 17.93% | +6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.47% | 18.05% | +11.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.06% | 17.76% | +8.30% |