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FCWGX vs SEEFX
FCWGX vs SEEFX Comparison
Open Charts FCWGX vs SEEFX
American Funds Capital World Gr&Inc529F2
Price$77.61
Change+$0.32 (+0.41%)
VolumeN/A
Net Assets143.54B
Saturna Sustainable Equity
Price$22.98
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets25.53M
FCWGX vs SEEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. SEEFX (25.5M). FCWGX pays higher dividends than SEEFX: FCWGX (1.56) vs SEEFX (0.71). FCWGX was incepted earlier than SEEFX: FCWGX (5 years) vs SEEFX (11 years). SEEFX (0.91) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SEEFX (19.00). FCWGX has a lower initial minimum investment than SEEFX: FCWGX (250) vs SEEFX (1000). SEEFX annual gain was more profitable for investors over the last year : 16.54 vs. FCWGX (15.32). FCWGX return over 5 years is better than : 53.05 vs. SEEFX (44.06).
| FCWGX | SEEFX | FCWGX / SEEFX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.52 | 0.91 | 57% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 23.670 | 19.423 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 25.5M | 564,706% |
| Annual Yield % from dividends | 1.56 | 0.71 | 219% |
| Returns for 1 year | 15.32 | 16.54 | 93% |
| Returns for 3 years | 58.35 | 55.09 | 106% |
| Returns for 5 years | 53.05 | 44.06 | 120% |
| Returns for 10 years | N/A | 157.48 | - |
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