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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$75.06
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
Rockefeller Climate Solutions A
Price$11.13
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets98.85M
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.9B vs. RKCAX (98.8M). FSWFX pays higher dividends than RKCAX: FSWFX (0.82) vs RKCAX (0.01). FSWFX was incepted earlier than RKCAX: FSWFX (5 years) vs RKCAX (4 years). RKCAX (1.58) is less costly to investors than FSWFX (0.76). RKCAX is a more actively managed with annual turnover of: 34.63 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than RKCAX: FSWFX (250) vs RKCAX (2500). FSWFX annual gain was more profitable for investors over the last year : 6.69 vs. RKCAX (5.40).
| FSWFX | RKCAX | FSWFX / RKCAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.58 | 48% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 11.055 | 13.490 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9B | 98.8M | 81,883% |
| Annual Yield % from dividends | 0.82 | 0.01 | 8,680% |
| Returns for 1 year | 6.69 | 5.40 | 124% |
| Returns for 3 years | 42.11 | 46.09 | 91% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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