Interact to see
Advertisement
Advertisement
FCWGX vs FMSRX
FCWGX vs FMSRX Comparison
Open Charts FCWGX vs FMSRX
American Funds Capital World Gr&Inc529F2
Price$71.88
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
MFG Global Sustainable Service
Price$16.65
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets32.57M
FCWGX vs FMSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. FMSRX (32.6M). FCWGX pays higher dividends than FMSRX: FCWGX (1.55) vs FMSRX (0.74). FCWGX was incepted earlier than FMSRX: FCWGX (5 years) vs FMSRX (5 years). FMSRX (2.27) is less costly to investors than FCWGX (0.52). FMSRX is a more actively managed with annual turnover of: 55.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than FMSRX: FCWGX (250) vs FMSRX (10000). FMSRX (13.00) and FCWGX (12.52) have marching annual gain over last year. FMSRX return over 5 years is better than : 49.25 vs. FCWGX (35.38).
| FCWGX | FMSRX | FCWGX / FMSRX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 2.27 | 23% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.539 | 14.591 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 32.6M | 435,583% |
| Annual Yield % from dividends | 1.55 | 0.74 | 209% |
| Returns for 1 year | 12.52 | 13.00 | 96% |
| Returns for 3 years | 47.13 | 67.70 | 70% |
| Returns for 5 years | 35.38 | 49.25 | 72% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement