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FWCGX vs IESGX
FWCGX vs IESGX Comparison
Open Charts FWCGX vs IESGX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
FWCGX vs IESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. IESGX (13.4M). FWCGX pays higher dividends than IESGX: FWCGX (1.73) vs IESGX (0.53). FWCGX was incepted earlier than IESGX: FWCGX (5 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). FWCGX has a lower initial minimum investment than IESGX: FWCGX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 19.59 vs. FWCGX (14.12).
| FWCGX | IESGX | FWCGX / IESGX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.25 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 15.194 | 12.646 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.4M | 1,022,388% |
| Annual Yield % from dividends | 1.73 | 0.53 | 324% |
| Returns for 1 year | 14.12 | 19.59 | 72% |
| Returns for 3 years | 53.88 | 67.47 | 80% |
| Returns for 5 years | N/A | 80.68 | - |
| Returns for 10 years | N/A | N/A | - |
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