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FWCGX vs SRIGX
FWCGX vs SRIGX Comparison
Open Charts FWCGX vs SRIGX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
FWCGX vs SRIGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. SRIGX (21.3M). FWCGX pays higher dividends than SRIGX: FWCGX (1.81) vs SRIGX (1.42). FWCGX was incepted earlier than SRIGX: FWCGX (5 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). FWCGX has a lower initial minimum investment than SRIGX: FWCGX (250) vs SRIGX (1000). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. SRIGX (-0.19).
| FWCGX | SRIGX | FWCGX / SRIGX | |
| 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 | 9.155 | 4.553 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.3M | 615,023% |
| Annual Yield % from dividends | 1.81 | 1.42 | 128% |
| Returns for 1 year | 6.64 | -0.19 | -3,437% |
| Returns for 3 years | 46.75 | 18.85 | 248% |
| Returns for 5 years | N/A | 16.96 | - |
| Returns for 10 years | N/A | -6.39 | - |
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