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RKCIX vs SMCFX
RKCIX vs SMCFX Comparison
Open Charts RKCIX vs SMCFX
Rockefeller Climate Solutions Instl
Price$10.52
Change-$0.18 (-1.68%)
VolumeN/A
Net Assets89.25M
American Funds SMALLCAP World F2
Price$69.70
Change-$1.14 (-1.61%)
VolumeN/A
Net Assets74.53B
RKCIX vs SMCFX Comparison Chart
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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 74.5B vs. RKCIX (89.2M). SMCFX pays higher dividends than RKCIX: SMCFX (0.90) vs RKCIX (0.22). RKCIX was incepted earlier than SMCFX: RKCIX (4 years) vs SMCFX (17 years). RKCIX (1.30) is less costly to investors than SMCFX (0.76). RKCIX is a more actively managed with annual turnover of: 34.63 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than RKCIX: SMCFX (250) vs RKCIX (1000000). RKCIX annual gain was more profitable for investors over the last year : 5.20 vs. SMCFX (0.68).
| RKCIX | SMCFX | RKCIX / SMCFX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 8.905 | 0.490 | 1,817% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.2M | 74.5B | 0% |
| Annual Yield % from dividends | 0.22 | 0.90 | 25% |
| Returns for 1 year | 5.20 | 0.68 | 762% |
| Returns for 3 years | 30.76 | 18.87 | 163% |
| Returns for 5 years | N/A | 24.26 | - |
| Returns for 10 years | N/A | 38.65 | - |
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