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FSWFX vs RKCIX
FSWFX vs RKCIX Comparison
Open Charts FSWFX vs RKCIX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Rockefeller Climate Solutions Instl
Price$11.11
Change+$0.10 (+0.91%)
VolumeN/A
Net Assets98.75M
FSWFX vs RKCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. RKCIX (98.8M). FSWFX pays higher dividends than RKCIX: FSWFX (0.85) 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). RKCIX annual gain was more profitable for investors over the last year : 13.48 vs. FSWFX (10.68).
| 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 | 8.746 | 12.987 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 98.8M | 80,061% |
| Annual Yield % from dividends | 0.85 | 0.20 | 415% |
| Returns for 1 year | 10.68 | 13.48 | 79% |
| Returns for 3 years | 36.18 | 43.47 | 83% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |