Interact to see
Advertisement
Advertisement
FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Rockefeller Climate Solutions A
Price$11.06
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets98.75M
FSWFX vs RKCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. RKCAX (98.8M). FSWFX pays higher dividends than RKCAX: FSWFX (0.85) vs RKCAX (0.01). FSWFX was incepted earlier than RKCAX: FSWFX (5 years) vs RKCAX (4 years). RKCAX (1.55) is less costly to investors than FSWFX (0.76). RKCAX is a more actively managed with annual turnover of: 34.63 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than RKCAX: FSWFX (250) vs RKCAX (2500). RKCAX annual gain was more profitable for investors over the last year : 13.19 vs. FSWFX (10.68).
| FSWFX | RKCAX | FSWFX / RKCAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.55 | 49% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 8.746 | 12.845 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 98.8M | 80,061% |
| Annual Yield % from dividends | 0.85 | 0.01 | 8,644% |
| Returns for 1 year | 10.68 | 13.19 | 81% |
| Returns for 3 years | 36.18 | 42.59 | 85% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement