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FWCGX vs SRIAX
FWCGX vs SRIAX Comparison
Open Charts FWCGX vs SRIAX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWCGX vs SRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. SRIAX (22.2M). FWCGX pays higher dividends than SRIAX: FWCGX (1.73) vs SRIAX (1.38). FWCGX was incepted earlier than SRIAX: FWCGX (5 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). FWCGX has a lower initial minimum investment than SRIAX: FWCGX (250) vs SRIAX (1000). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. SRIAX (4.53).
| FWCGX | SRIAX | FWCGX / SRIAX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 2.57 | 18% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 13.732 | 10.000 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.73 | 1.38 | 125% |
| Returns for 1 year | 9.68 | 4.53 | 214% |
| Returns for 3 years | 53.08 | 23.04 | 230% |
| Returns for 5 years | N/A | 20.35 | - |
| Returns for 10 years | N/A | -0.87 | - |
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