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CSPAX vs RKCIX
CSPAX vs RKCIX Comparison
Open Charts CSPAX vs RKCIX
American Funds SMALLCAP World 529A
Price$71.50
Change-$0.37 (-0.51%)
VolumeN/A
Net Assets79.34B
Rockefeller Climate Solutions Instl
Price$10.92
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets79.8M
CSPAX vs RKCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.3B vs. RKCIX (79.8M). CSPAX pays higher dividends than RKCIX: CSPAX (0.55) vs RKCIX (0.20). CSPAX was incepted earlier than RKCIX: CSPAX (24 years) vs RKCIX (4 years). RKCIX (1.33) is less costly to investors than CSPAX (1.06). RKCIX is a more actively managed with annual turnover of: 34.63 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than RKCIX: CSPAX (250) vs RKCIX (1000000). CSPAX annual gain was more profitable for investors over the last year : 6.36 vs. RKCIX (5.07).
| CSPAX | RKCIX | CSPAX / RKCIX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.33 | 80% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 7.929 | 11.703 | 68% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.3B | 79.8M | 99,373% |
| Annual Yield % from dividends | 0.55 | 0.20 | 278% |
| Returns for 1 year | 6.36 | 5.07 | 125% |
| Returns for 3 years | 29.01 | 31.57 | 92% |
| Returns for 5 years | 1.73 | N/A | - |
| Returns for 10 years | 55.64 | N/A | - |
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