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RKCIX vs SMCWX
RKCIX vs SMCWX Comparison
Open Charts RKCIX vs SMCWX
Rockefeller Climate Solutions Instl
Price$11.07
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets98.86M
American Funds SMALLCAP World A
Price$75.54
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets81.4B
RKCIX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. RKCIX (98.9M). SMCWX pays higher dividends than RKCIX: SMCWX (0.57) vs RKCIX (0.20). RKCIX was incepted earlier than SMCWX: RKCIX (4 years) vs SMCWX (35 years). RKCIX (1.30) is less costly to investors than SMCWX (1.04). RKCIX is a more actively managed with annual turnover of: 34.63 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than RKCIX: SMCWX (250) vs RKCIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 14.64 vs. RKCIX (10.17).
| RKCIX | SMCWX | RKCIX / SMCWX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.30 | 1.04 | 125% |
| Fund Existence | 4 years | 35 years | - |
| Gain YTD | 12.622 | 12.132 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 81.4B | 0% |
| Annual Yield % from dividends | 0.20 | 0.57 | 35% |
| Returns for 1 year | 10.17 | 14.64 | 69% |
| Returns for 3 years | 33.01 | 31.53 | 105% |
| Returns for 5 years | N/A | 18.66 | - |
| Returns for 10 years | N/A | 61.97 | - |
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