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RKCAX vs SMCWX
RKCAX vs SMCWX Comparison
Open Charts RKCAX vs SMCWX
Rockefeller Climate Solutions A
Price$11.06
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets98.75M
American Funds SMALLCAP World A
Price$73.15
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets79.12B
RKCAX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 79.1B vs. RKCAX (98.8M). SMCWX pays higher dividends than RKCAX: SMCWX (0.59) vs RKCAX (0.01). RKCAX was incepted earlier than SMCWX: RKCAX (4 years) vs SMCWX (35 years). RKCAX (1.55) is less costly to investors than SMCWX (1.04). RKCAX is a more actively managed with annual turnover of: 34.63 vs. SMCWX (32.00). SMCWX initial investment is less costly to investors than RKCAX (5%) vs RKCAX (5%). SMCWX has a lower initial minimum investment than RKCAX: SMCWX (250) vs RKCAX (2500). RKCAX annual gain was more profitable for investors over the last year : 13.19 vs. SMCWX (10.36).
| RKCAX | SMCWX | RKCAX / SMCWX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 1.55 | 1.04 | 149% |
| Fund Existence | 4 years | 35 years | - |
| Gain YTD | 12.845 | 8.584 | 150% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 79.1B | 0% |
| Annual Yield % from dividends | 0.01 | 0.59 | 2% |
| Returns for 1 year | 13.19 | 10.36 | 127% |
| Returns for 3 years | 42.59 | 35.00 | 122% |
| Returns for 5 years | N/A | 21.62 | - |
| Returns for 10 years | N/A | 47.77 | - |
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