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FCWGX vs SRIAX
FCWGX vs SRIAX Comparison
Open Charts FCWGX vs SRIAX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
FCWGX vs SRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. SRIAX (22.3M). FCWGX pays higher dividends than SRIAX: FCWGX (1.68) vs SRIAX (1.38). FCWGX was incepted earlier than SRIAX: FCWGX (5 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). FCWGX has a lower initial minimum investment than SRIAX: FCWGX (250) vs SRIAX (1000). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. SRIAX (3.65).
| FCWGX | SRIAX | FCWGX / SRIAX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.57 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 15.158 | 10.960 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.3M | 614,350% |
| Annual Yield % from dividends | 1.68 | 1.38 | 122% |
| Returns for 1 year | 14.07 | 3.65 | 385% |
| Returns for 3 years | 53.70 | 21.52 | 250% |
| Returns for 5 years | N/A | 16.08 | - |
| Returns for 10 years | N/A | 0.33 | - |
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