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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$73.27
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
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. RKCAX (79.4M). FSWFX pays higher dividends than RKCAX: FSWFX (0.81) vs RKCAX (0.01). FSWFX was incepted earlier than RKCAX: FSWFX (5 years) vs RKCAX (4 years). RKCAX (1.58) 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 : 6.26 vs. RKCAX (4.01).
| FSWFX | RKCAX | FSWFX / RKCAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.58 | 48% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 8.406 | 10.872 | 77% |
| Front Load | N/A | 5% | - |
| 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 | 0.81 | 0.01 | 8,689% |
| Returns for 1 year | 6.26 | 4.01 | 156% |
| Returns for 3 years | 30.45 | 30.08 | 101% |
| Returns for 5 years | 3.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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