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FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
Victory Sustainable World A
Price$30.93
Change-$0.40 (-1.28%)
VolumeN/A
Net Assets1.43B
FWCGX vs USWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 132B vs. USWGX (1.43B). FWCGX pays higher dividends than USWGX: FWCGX (1.81) vs USWGX (1.44). FWCGX was incepted earlier than USWGX: FWCGX (5 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than FWCGX (0.47). USWGX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than USWGX: FWCGX (250) vs USWGX (2500). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. USWGX (5.87).
| FWCGX | USWGX | FWCGX / USWGX | |
| Total Expense Ratio | 0.47 | 1.36 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.90 | 25% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.155 | 5.702 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.43B | 9,250% |
| Annual Yield % from dividends | 1.81 | 1.44 | 125% |
| Returns for 1 year | 6.64 | 5.87 | 113% |
| Returns for 3 years | 46.75 | 48.60 | 96% |
| Returns for 5 years | N/A | 37.65 | - |
| Returns for 10 years | N/A | 15.21 | - |