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FWCGX vs SESGX
FWCGX vs SESGX Comparison
Open Charts FWCGX vs SESGX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWCGX vs SESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. SESGX (13.1M). FWCGX pays higher dividends than SESGX: FWCGX (1.73) vs SESGX (0.32). FWCGX was incepted earlier than SESGX: FWCGX (5 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). FWCGX has a lower initial minimum investment than SESGX: FWCGX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 14.37 vs. FWCGX (9.68).
| FWCGX | SESGX | FWCGX / SESGX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.50 | 31% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.732 | 9.991 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 13.1M | 1,038,168% |
| Annual Yield % from dividends | 1.73 | 0.32 | 537% |
| Returns for 1 year | 9.68 | 14.37 | 67% |
| Returns for 3 years | 53.08 | 65.26 | 81% |
| Returns for 5 years | N/A | 78.32 | - |
| Returns for 10 years | N/A | N/A | - |