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RKCIX vs SMCFX
RKCIX vs SMCFX Comparison
Open Charts RKCIX vs SMCFX
Rockefeller Climate Solutions Instl
Price$11.31
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets100.2M
American Funds SMALLCAP World F2
Price$76.06
Change+$0.38 (+0.50%)
VolumeN/A
Net Assets79.4B
RKCIX vs SMCFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 79.4B vs. RKCIX (100M). SMCFX pays higher dividends than RKCIX: SMCFX (0.83) vs RKCIX (0.20). 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 : 11.37 vs. SMCFX (10.11).
| 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 | 14.428 | 9.698 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 79.4B | 0% |
| Annual Yield % from dividends | 0.20 | 0.83 | 25% |
| Returns for 1 year | 11.37 | 10.11 | 112% |
| Returns for 3 years | 39.22 | 33.52 | 117% |
| Returns for 5 years | N/A | 21.38 | - |
| Returns for 10 years | N/A | 54.28 | - |
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