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FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Victory Sustainable World A
Price$32.24
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets1.46B
FWCGX vs USWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. USWGX (1.46B). FWCGX pays higher dividends than USWGX: FWCGX (1.73) vs USWGX (1.38). 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 : 9.68 vs. USWGX (7.16).
| 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 | 13.732 | 8.772 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.46B | 9,302% |
| Annual Yield % from dividends | 1.73 | 1.38 | 126% |
| Returns for 1 year | 9.68 | 7.16 | 135% |
| Returns for 3 years | 53.08 | 52.14 | 102% |
| Returns for 5 years | N/A | 37.61 | - |
| Returns for 10 years | N/A | 21.11 | - |
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