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FCWGX vs SRIGX
FCWGX vs SRIGX Comparison
Open Charts FCWGX vs SRIGX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
FCWGX vs SRIGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. SRIGX (22.3M). FCWGX pays higher dividends than SRIGX: FCWGX (1.68) vs SRIGX (1.38). FCWGX was incepted earlier than SRIGX: FCWGX (5 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). FCWGX has a lower initial minimum investment than SRIGX: FCWGX (250) vs SRIGX (1000). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. SRIGX (3.72).
| FCWGX | SRIGX | FCWGX / SRIGX | |
| 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 | 10.942 | 139% |
| 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 | 1.38 | 122% |
| Returns for 1 year | 14.07 | 3.72 | 378% |
| Returns for 3 years | 53.70 | 21.49 | 250% |
| Returns for 5 years | N/A | 16.14 | - |
| Returns for 10 years | N/A | 0.40 | - |
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