Interact to see
Advertisement
Advertisement
RKCIX vs SFCWX
RKCIX vs SFCWX Comparison
Open Charts RKCIX vs SFCWX
Rockefeller Climate Solutions Instl
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets99.7M
American Funds SMALLCAP World F3
Price$75.86
Change-$0.73 (-0.95%)
VolumeN/A
Net Assets81.12B
RKCIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.1B vs. RKCIX (99.7M). SFCWX pays higher dividends than RKCIX: SFCWX (0.94) vs RKCIX (0.20). RKCIX was incepted earlier than SFCWX: RKCIX (4 years) vs SFCWX (9 years). RKCIX (1.30) is less costly to investors than SFCWX (0.65). RKCIX is a more actively managed with annual turnover of: 34.63 vs. SFCWX (32.00). RKCIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 12.90 vs. RKCIX (11.28).
| RKCIX | SFCWX | RKCIX / SFCWX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.30 | 0.65 | 200% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 13.846 | 10.185 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 81.1B | 0% |
| Annual Yield % from dividends | 0.20 | 0.94 | 21% |
| Returns for 1 year | 11.28 | 12.90 | 87% |
| Returns for 3 years | 26.02 | 22.81 | 114% |
| Returns for 5 years | N/A | 17.60 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement