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FSWFX vs RKCIX
FSWFX vs RKCIX Comparison
Open Charts FSWFX vs RKCIX
American Funds SMALLCAP World 529-F-2
Price$77.46
Change-$0.95 (-1.21%)
VolumeN/A
Net Assets82.31B
Rockefeller Climate Solutions Instl
Price$11.20
Change-$0.18 (-1.58%)
VolumeN/A
Net Assets79.08M
FSWFX vs RKCIX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 41.19B. The market cap for tickers in the group ranges from 80.34M to 82.31B. FSWFX holds the highest valuation in this group at 82.31B. The lowest valued company is RKCIX at 80.34M.
High and low price notable news
The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 2%, and the average quarterly price growth was 9%. FSWFX experienced the highest price growth at 1%, while RKCIX experienced the biggest fall at 1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. RKCIX (79.1M). FSWFX pays higher dividends than RKCIX: FSWFX (0.80) vs RKCIX (0.20). FSWFX was incepted earlier than RKCIX: FSWFX (5 years) vs RKCIX (4 years). RKCIX (1.33) is less costly to investors than FSWFX (0.76). FSWFX has a lower initial minimum investment than RKCIX: FSWFX (250) vs RKCIX (1000000). FSWFX annual gain was more profitable for investors over the last year : 9.32 vs. RKCIX (6.74).
| FSWFX | RKCIX | FSWFX / RKCIX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.33 | 57% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 16.011 | 15.763 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 79.1M | 104,046% |
| Annual Yield % from dividends | 0.80 | 0.20 | 404% |
| Returns for 1 year | 9.32 | 6.74 | 138% |
| Returns for 3 years | 37.49 | 35.38 | 106% |
| Returns for 5 years | 4.09 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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