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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
Rockefeller Climate Solutions A
Price$10.62
Change-$0.13 (-1.21%)
VolumeN/A
Net Assets87.91M
FSWFX vs RKCAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. RKCAX (87.9M). FSWFX pays higher dividends than RKCAX: FSWFX (0.87) vs RKCAX (0.01). FSWFX was incepted earlier than RKCAX: FSWFX (5 years) vs RKCAX (4 years). RKCAX (1.55) 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). RKCAX annual gain was more profitable for investors over the last year : 6.82 vs. FSWFX (5.07).
| FSWFX | RKCAX | FSWFX / RKCAX | |
| Total Expense Ratio | 0.76 | 1.24 | 61% |
| Annual Report Gross Expense Ratio | 0.76 | 1.55 | 49% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 3.538 | 8.310 | 43% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 87.9M | 85,893% |
| Annual Yield % from dividends | 0.87 | 0.01 | 8,539% |
| Returns for 1 year | 5.07 | 6.82 | 74% |
| Returns for 3 years | 31.20 | 38.07 | 82% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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