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RKCIX vs SMCFX
RKCIX vs SMCFX Comparison
Open Charts RKCIX vs SMCFX
Rockefeller Climate Solutions Instl
Price$9.71
Change-$0.23 (-2.31%)
VolumeN/A
Net Assets86.17M
American Funds SMALLCAP World F2
Price$65.25
Change-$1.87 (-2.79%)
VolumeN/A
Net Assets71.01B
RKCIX vs SMCFX Comparison Chart
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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 71B vs. RKCIX (86.2M). SMCFX pays higher dividends than RKCIX: SMCFX (0.88) 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 : 0.61 vs. SMCFX (-3.45).
| 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 | 1.149 | -3.230 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 71B | 0% |
| Annual Yield % from dividends | 0.22 | 0.88 | 25% |
| Returns for 1 year | 0.61 | -3.45 | -18% |
| Returns for 3 years | 16.24 | 5.70 | 285% |
| Returns for 5 years | N/A | 23.49 | - |
| Returns for 10 years | N/A | 45.83 | - |