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RKCIX vs SMCWX
RKCIX vs SMCWX Comparison
Open Charts RKCIX vs SMCWX
Rockefeller Climate Solutions Instl
Price$11.31
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets100.2M
American Funds SMALLCAP World A
Price$73.79
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets79.4B
RKCIX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 79.4B vs. RKCIX (100M). SMCWX pays higher dividends than RKCIX: SMCWX (0.59) vs RKCIX (0.20). RKCIX was incepted earlier than SMCWX: RKCIX (4 years) vs SMCWX (35 years). RKCIX (1.30) is less costly to investors than SMCWX (1.04). RKCIX is a more actively managed with annual turnover of: 34.63 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than RKCIX: SMCWX (250) vs RKCIX (1000000). RKCIX annual gain was more profitable for investors over the last year : 11.37 vs. SMCWX (9.81).
| RKCIX | SMCWX | RKCIX / SMCWX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.30 | 1.04 | 125% |
| Fund Existence | 4 years | 35 years | - |
| Gain YTD | 14.428 | 9.534 | 151% |
| Front Load | N/A | 6% | - |
| 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 | 0.59 | 35% |
| Returns for 1 year | 11.37 | 9.81 | 116% |
| Returns for 3 years | 39.22 | 32.68 | 120% |
| Returns for 5 years | N/A | 19.68 | - |
| Returns for 10 years | N/A | 50.09 | - |
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