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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: 89B vs. RKCAX (68.3M). FSWFX pays higher dividends than RKCAX: FSWFX (0.84) 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 : 15.52 vs. RKCAX (-0.02). RKCAX return over 5 years is better than : 7.00 vs. FSWFX (-1.28).
| 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 | 14.779 | 6.436 | 230% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89B | 68.3M | 130,307% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 15.52 | -0.02 | -81,049% |
| Returns for 3 years | 41.73 | 21.67 | 193% |
| Returns for 5 years | -1.28 | 7.00 | -18% |
| Returns for 10 years | N/A | N/A | - |
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