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CSPAX vs RKCAX
CSPAX vs RKCAX Comparison
Open Charts CSPAX vs RKCAX
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
Rockefeller Climate Solutions A
Price$10.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets79.38M
CSPAX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. RKCAX (79.4M). CSPAX pays higher dividends than RKCAX: CSPAX (0.55) vs RKCAX (0.01). CSPAX was incepted earlier than RKCAX: CSPAX (24 years) vs RKCAX (4 years). RKCAX (1.58) is less costly to investors than CSPAX (1.06). RKCAX is a more actively managed with annual turnover of: 34.63 vs. CSPAX (32.00). RKCAX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than RKCAX: CSPAX (250) vs RKCAX (2500). CSPAX annual gain was more profitable for investors over the last year : 5.96 vs. RKCAX (4.01).
| CSPAX | RKCAX | CSPAX / RKCAX | |
| Total Expense Ratio | 1.06 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.58 | 67% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 8.125 | 10.872 | 75% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9B | 79.4M | 99,370% |
| Annual Yield % from dividends | 0.55 | 0.01 | 5,933% |
| Returns for 1 year | 5.96 | 4.01 | 148% |
| Returns for 3 years | 29.24 | 30.08 | 97% |
| Returns for 5 years | 1.44 | N/A | - |
| Returns for 10 years | 55.92 | N/A | - |
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