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FSWFX vs RKCAX
FSWFX vs RKCAX Comparison
Open Charts FSWFX vs RKCAX
American Funds SMALLCAP World 529-F-2
Price$74.59
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
Rockefeller Climate Solutions A
Price$10.47
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets77.51M
FSWFX vs RKCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. RKCAX (77.5M). FSWFX pays higher dividends than RKCAX: FSWFX (0.80) 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). 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 : 8.77 vs. RKCAX (5.03).
| 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 | 10.359 | 6.808 | 152% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 77.5M | 106,194% |
| Annual Yield % from dividends | 0.80 | 0.01 | 8,614% |
| Returns for 1 year | 8.77 | 5.03 | 174% |
| Returns for 3 years | 35.75 | 26.38 | 136% |
| Returns for 5 years | -4.51 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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