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FCWGX vs SRIDX
FCWGX vs SRIDX Comparison
Open Charts FCWGX vs SRIDX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
FCWGX vs SRIDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. SRIDX (22.3M). FCWGX pays higher dividends than SRIDX: FCWGX (1.68) vs SRIDX (1.33). FCWGX was incepted earlier than SRIDX: FCWGX (5 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). FCWGX has a lower initial minimum investment than SRIDX: FCWGX (250) vs SRIDX (1000). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. SRIDX (3.73).
| FCWGX | SRIDX | FCWGX / SRIDX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.32 | 22% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 15.158 | 11.017 | 138% |
| Front Load | N/A | N/A | - |
| 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 | 1.33 | 126% |
| Returns for 1 year | 14.07 | 3.73 | 377% |
| Returns for 3 years | 53.70 | 21.57 | 249% |
| Returns for 5 years | N/A | 16.84 | - |
| Returns for 10 years | N/A | 2.90 | - |
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