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CSPAX vs RKCIX
CSPAX vs RKCIX Comparison
Open Charts CSPAX vs RKCIX
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
Rockefeller Climate Solutions Instl
Price$11.18
Change-$0.21 (-1.84%)
VolumeN/A
Net Assets82.87M
CSPAX vs RKCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.8B vs. RKCIX (82.9M). CSPAX pays higher dividends than RKCIX: CSPAX (0.55) vs RKCIX (0.20). CSPAX was incepted earlier than RKCIX: CSPAX (24 years) vs RKCIX (4 years). RKCIX (1.33) is less costly to investors than CSPAX (1.06). RKCIX is a more actively managed with annual turnover of: 34.63 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than RKCIX: CSPAX (250) vs RKCIX (1000000). CSPAX (7.44) and RKCIX (7.09) have marching annual gain over last year.
| CSPAX | RKCIX | CSPAX / RKCIX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.33 | 80% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 11.914 | 15.912 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 82.9M | 98,673% |
| Annual Yield % from dividends | 0.55 | 0.20 | 278% |
| Returns for 1 year | 7.44 | 7.09 | 105% |
| Returns for 3 years | 30.79 | 34.95 | 88% |
| Returns for 5 years | 7.02 | N/A | - |
| Returns for 10 years | 64.78 | N/A | - |
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