Interact to see
Advertisement
Advertisement
RKCIX vs SMCWX
RKCIX vs SMCWX Comparison
Open Charts RKCIX vs SMCWX
Rockefeller Climate Solutions Instl
Price$10.79
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets88.66M
American Funds SMALLCAP World A
Price$70.77
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets76.45B
RKCIX vs SMCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 76.5B vs. RKCIX (88.7M). SMCWX pays higher dividends than RKCIX: SMCWX (0.59) vs RKCIX (0.21). 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 : 7.36 vs. SMCWX (5.50).
| 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 | 9.296 | 5.016 | 185% |
| Front Load | N/A | 6% | - |
| 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 | 0.59 | 36% |
| Returns for 1 year | 7.36 | 5.50 | 134% |
| Returns for 3 years | 38.05 | 31.26 | 122% |
| Returns for 5 years | N/A | 23.97 | - |
| Returns for 10 years | N/A | 41.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers