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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Rockefeller Climate Solutions A
Price$11.12
Change-$0.22 (-1.94%)
VolumeN/A
Net Assets82.87M
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. RKCAX (82.9M). FSWFX pays higher dividends than RKCAX: FSWFX (0.81) 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 : 7.77 vs. RKCAX (6.81).
| 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 | 12.209 | 15.662 | 78% |
| Front Load | N/A | 5% | - |
| 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 | 0.81 | 0.01 | 8,689% |
| Returns for 1 year | 7.77 | 6.81 | 114% |
| Returns for 3 years | 32.01 | 34.12 | 94% |
| Returns for 5 years | 8.80 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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