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FSWFX vs RKCIX
FSWFX vs RKCIX Comparison
Open Charts FSWFX vs RKCIX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
Rockefeller Climate Solutions Instl
Price$11.18
Change-$0.21 (-1.84%)
VolumeN/A
Net Assets82.87M
FSWFX vs RKCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. RKCIX (82.9M). FSWFX pays higher dividends than RKCIX: FSWFX (0.81) 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). RKCIX is a more actively managed with annual turnover of: 34.63 vs. FSWFX (32.00). 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 : 7.77 vs. RKCIX (7.09).
| 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 | 12.209 | 15.912 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 82.9M | 98,673% |
| Annual Yield % from dividends | 0.81 | 0.20 | 408% |
| Returns for 1 year | 7.77 | 7.09 | 110% |
| Returns for 3 years | 32.01 | 34.95 | 92% |
| Returns for 5 years | 8.80 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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