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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Rockefeller Climate Solutions A
Price$10.94
Change-$0.22 (-1.97%)
VolumeN/A
Net Assets79.75M
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. RKCAX (79.7M). FSWFX pays higher dividends than RKCAX: FSWFX (0.92) vs RKCAX (0.00). FSWFX was incepted earlier than RKCAX: FSWFX (5 years) vs RKCAX (5 years). RKCAX (1.58) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. RKCAX (34.63). 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 : 13.61 vs. RKCAX (9.11).
| 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 | 5 years | - |
| Gain YTD | 4.799 | 6.226 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 79.7M | 103,388% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 13.61 | 9.11 | 149% |
| Returns for 3 years | 25.43 | 19.69 | 129% |
| Returns for 5 years | -6.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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