Interact to see
Advertisement
Advertisement
FSWFX vs RKCIX
FSWFX vs RKCIX Comparison
Open Charts FSWFX vs RKCIX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
Rockefeller Climate Solutions Instl
Price$11.00
Change-$0.21 (-1.87%)
VolumeN/A
Net Assets79.75M
FSWFX vs RKCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. RKCIX (79.7M). FSWFX pays higher dividends than RKCIX: FSWFX (0.92) vs RKCIX (0.03). FSWFX was incepted earlier than RKCIX: FSWFX (5 years) vs RKCIX (5 years). RKCIX (1.33) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. RKCIX (34.63). 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 : 13.61 vs. RKCIX (9.43).
| 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 | 5 years | - |
| Gain YTD | 4.799 | 6.251 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 79.7M | 103,388% |
| Annual Yield % from dividends | 0.92 | 0.03 | 3,450% |
| Returns for 1 year | 13.61 | 9.43 | 144% |
| Returns for 3 years | 25.43 | 20.64 | 123% |
| Returns for 5 years | -6.11 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement