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FCWGX vs USWGX
FCWGX vs USWGX Comparison
Open Charts FCWGX vs USWGX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World A
Price$32.24
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets1.46B
FCWGX vs USWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. USWGX (1.46B). FCWGX pays higher dividends than USWGX: FCWGX (1.68) vs USWGX (1.38). FCWGX was incepted earlier than USWGX: FCWGX (5 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than FCWGX (0.52). USWGX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than USWGX: FCWGX (250) vs USWGX (2500). FCWGX annual gain was more profitable for investors over the last year : 9.61 vs. USWGX (7.16).
| FCWGX | USWGX | FCWGX / USWGX | |
| Total Expense Ratio | 0.52 | 1.36 | 38% |
| Annual Report Gross Expense Ratio | 0.52 | 1.90 | 27% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.697 | 8.772 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.68 | 1.38 | 122% |
| Returns for 1 year | 9.61 | 7.16 | 134% |
| Returns for 3 years | 52.90 | 52.14 | 101% |
| Returns for 5 years | N/A | 37.61 | - |
| Returns for 10 years | N/A | 21.11 | - |
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