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CSPAX vs RKCAX
CSPAX vs RKCAX Comparison
Open Charts CSPAX vs RKCAX
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
Rockefeller Climate Solutions A
Price$11.12
Change-$0.22 (-1.94%)
VolumeN/A
Net Assets82.87M
CSPAX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.8B vs. RKCAX (82.9M). CSPAX pays higher dividends than RKCAX: CSPAX (0.55) vs RKCAX (0.01). CSPAX was incepted earlier than RKCAX: CSPAX (24 years) vs RKCAX (4 years). RKCAX (1.58) is less costly to investors than CSPAX (1.06). RKCAX is a more actively managed with annual turnover of: 34.63 vs. CSPAX (32.00). RKCAX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX has a lower initial minimum investment than RKCAX: CSPAX (250) vs RKCAX (2500). RKCAX (6.81) and CSPAX (6.56) have marching annual gain over last year.
| CSPAX | RKCAX | CSPAX / RKCAX | |
| Total Expense Ratio | 1.06 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.58 | 67% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 9.907 | 15.662 | 63% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 82.9M | 98,673% |
| Annual Yield % from dividends | 0.55 | 0.01 | 5,933% |
| Returns for 1 year | 6.56 | 6.81 | 96% |
| Returns for 3 years | 29.85 | 34.12 | 87% |
| Returns for 5 years | 5.10 | N/A | - |
| Returns for 10 years | 60.84 | N/A | - |
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