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FSFWX vs RKCIX
FSFWX vs RKCIX Comparison
Open Charts FSFWX vs RKCIX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
Rockefeller Climate Solutions Instl
Price$11.18
Change-$0.21 (-1.84%)
VolumeN/A
Net Assets82.87M
FSFWX vs RKCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. RKCIX (82.9M). FSFWX pays higher dividends than RKCIX: FSFWX (0.88) vs RKCIX (0.20). FSFWX was incepted earlier than RKCIX: FSFWX (5 years) vs RKCIX (4 years). RKCIX (1.33) is less costly to investors than FSFWX (0.71). RKCIX is a more actively managed with annual turnover of: 34.63 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than RKCIX: FSFWX (250) vs RKCIX (1000000). FSFWX annual gain was more profitable for investors over the last year : 7.82 vs. RKCIX (7.09).
| FSFWX | RKCIX | FSFWX / RKCIX | |
| Total Expense Ratio | 0.71 | 0.99 | 72% |
| Annual Report Gross Expense Ratio | 0.71 | 1.33 | 53% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 12.270 | 15.912 | 77% |
| Front Load | N/A | 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 | 0.88 | 0.20 | 440% |
| Returns for 1 year | 7.82 | 7.09 | 110% |
| Returns for 3 years | 32.18 | 34.95 | 92% |
| Returns for 5 years | 9.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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