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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 94.3B vs. RKCAX (69.6M). FSWFX pays higher dividends than RKCAX: FSWFX (0.79) vs RKCAX (0.00). FSWFX was incepted earlier than RKCAX: FSWFX (6 years) vs RKCAX (5 years). RKCAX (1.58) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. RKCAX (25.00). 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 : 14.13 vs. RKCAX (0.92).
| FSWFX | RKCAX | FSWFX / RKCAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.58 | 48% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 12.182 | 8.182 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 69.6M | 135,489% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 14.13 | 0.92 | 1,531% |
| Returns for 3 years | 31.11 | 15.32 | 203% |
| Returns for 5 years | -2.71 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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