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FCWGX vs SRIGX
FCWGX vs SRIGX Comparison
Open Charts FCWGX vs SRIGX
American Funds Capital World Gr&Inc529F2
Price$71.96
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
FCWGX vs SRIGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. SRIGX (22.9M). FCWGX pays higher dividends than SRIGX: FCWGX (1.55) vs SRIGX (0.00). FCWGX was incepted earlier than SRIGX: FCWGX (5 years) vs SRIGX (19 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). SRIGX annual gain was more profitable for investors over the last year : 17.46 vs. FCWGX (12.61). FCWGX return over 5 years is better than : 35.53 vs. SRIGX (12.54).
| 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 | 19 years | - |
| Gain YTD | 14.667 | 18.770 | 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 | 17.46 | 72% |
| Returns for 3 years | 47.24 | 30.69 | 154% |
| Returns for 5 years | 35.53 | 12.54 | 283% |
| Returns for 10 years | N/A | 13.26 | - |
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