Interact to see
Advertisement
Advertisement
RKCIX vs SMCFX
RKCIX vs SMCFX Comparison
Open Charts RKCIX vs SMCFX
Rockefeller Climate Solutions Instl
Price$10.79
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets88.66M
American Funds SMALLCAP World F2
Price$72.93
Change+$0.22 (+0.30%)
VolumeN/A
Net Assets76.45B
RKCIX vs SMCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 76.5B vs. RKCIX (88.7M). SMCFX pays higher dividends than RKCIX: SMCFX (0.84) vs RKCIX (0.21). 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 : 7.36 vs. SMCFX (5.80).
| 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 | 9.296 | 5.147 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 76.5B | 0% |
| Annual Yield % from dividends | 0.21 | 0.84 | 25% |
| Returns for 1 year | 7.36 | 5.80 | 127% |
| Returns for 3 years | 38.05 | 32.08 | 119% |
| Returns for 5 years | N/A | 25.73 | - |
| Returns for 10 years | N/A | 45.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers