Interact to see
Advertisement
Advertisement
FCWGX vs SRIDX
FCWGX vs SRIDX Comparison
Open Charts FCWGX vs SRIDX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
FCWGX vs SRIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. SRIDX (22.2M). 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 : 9.61 vs. SRIDX (4.50).
| 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 | 13.697 | 10.015 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.68 | 1.33 | 126% |
| Returns for 1 year | 9.61 | 4.50 | 213% |
| Returns for 3 years | 52.90 | 23.05 | 230% |
| Returns for 5 years | N/A | 21.03 | - |
| Returns for 10 years | N/A | 1.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement