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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets81.4B
Rockefeller Climate Solutions A
Price$10.99
Change+$0.09 (+0.83%)
VolumeN/A
Net Assets98.86M
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.4B vs. RKCAX (98.9M). FSWFX pays higher dividends than RKCAX: FSWFX (0.82) 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). FSWFX annual gain was more profitable for investors over the last year : 12.63 vs. RKCAX (8.11).
| 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 | 11.898 | 12.617 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 98.9M | 82,305% |
| Annual Yield % from dividends | 0.82 | 0.01 | 8,538% |
| Returns for 1 year | 12.63 | 8.11 | 156% |
| Returns for 3 years | 37.97 | 38.27 | 99% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |