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FWCGX vs SRIAX
FWCGX vs SRIAX Comparison
Open Charts FWCGX vs SRIAX
American Funds Capital World Gr&Inc529F3
Price$78.41
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
FWCGX vs SRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. SRIAX (22.9M). FWCGX pays higher dividends than SRIAX: FWCGX (1.60) vs SRIAX (0.00). FWCGX was incepted earlier than SRIAX: FWCGX (5 years) vs SRIAX (19 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 : 14.50 vs. SRIAX (13.18). FWCGX return over 5 years is better than : 49.42 vs. SRIAX (14.82).
| 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 | 19 years | - |
| Gain YTD | 25.032 | 18.160 | 138% |
| Front Load | N/A | 6% | - |
| 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 | 1.60 | 0.00 | - |
| Returns for 1 year | 14.50 | 13.18 | 110% |
| Returns for 3 years | 57.15 | 26.68 | 214% |
| Returns for 5 years | 49.42 | 14.82 | 333% |
| Returns for 10 years | N/A | 16.12 | - |
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