Interact to see
Advertisement
Advertisement
FSWFX vs RKCIX
FSWFX vs RKCIX Comparison
Open Charts FSWFX vs RKCIX
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets81.4B
Rockefeller Climate Solutions Instl
Price$11.04
Change+$0.10 (+0.91%)
VolumeN/A
Net Assets98.86M
FSWFX vs RKCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.4B vs. RKCIX (98.9M). FSWFX pays higher dividends than RKCIX: FSWFX (0.82) vs RKCIX (0.20). FSWFX was incepted earlier than RKCIX: FSWFX (5 years) vs RKCIX (4 years). RKCIX (1.30) is less costly to investors than FSWFX (0.76). RKCIX is a more actively managed with annual turnover of: 34.63 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than RKCIX: FSWFX (250) vs RKCIX (1000000). FSWFX annual gain was more profitable for investors over the last year : 12.63 vs. RKCIX (8.39).
| FSWFX | RKCIX | FSWFX / RKCIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.30 | 58% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 11.898 | 12.809 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 98.9M | 82,305% |
| Annual Yield % from dividends | 0.82 | 0.20 | 409% |
| Returns for 1 year | 12.63 | 8.39 | 151% |
| Returns for 3 years | 37.97 | 39.12 | 97% |
| 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