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FCWGX vs SRIDX
FCWGX vs SRIDX Comparison
Open Charts FCWGX vs SRIDX
American Funds Capital World Gr&Inc529F2
Price$71.96
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
FCWGX vs SRIDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. SRIDX (22.9M). FCWGX pays higher dividends than SRIDX: FCWGX (1.55) vs SRIDX (0.00). FCWGX was incepted earlier than SRIDX: FCWGX (5 years) vs SRIDX (19 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). SRIDX annual gain was more profitable for investors over the last year : 17.53 vs. FCWGX (12.61). FCWGX return over 5 years is better than : 35.53 vs. SRIDX (13.00).
| 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 | 19 years | - |
| Gain YTD | 14.667 | 18.798 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.9M | 620,087% |
| Annual Yield % from dividends | 1.55 | 0.00 | - |
| Returns for 1 year | 12.61 | 17.53 | 72% |
| Returns for 3 years | 47.24 | 30.59 | 154% |
| Returns for 5 years | 35.53 | 13.00 | 273% |
| Returns for 10 years | N/A | 15.94 | - |
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