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FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$76.20
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
Victory Sustainable World A
Price$34.37
Change+$0.36 (+1.06%)
VolumeN/A
Net Assets1.51B
FWCGX vs USWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. USWGX (1.51B). FWCGX pays higher dividends than USWGX: FWCGX (1.64) vs USWGX (1.30). FWCGX was incepted earlier than USWGX: FWCGX (5 years) vs USWGX (15 years). USWGX (1.77) 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 : 11.84 vs. USWGX (7.85).
| FWCGX | USWGX | FWCGX / USWGX | |
| Total Expense Ratio | 0.47 | 1.38 | 34% |
| Annual Report Gross Expense Ratio | 0.47 | 1.77 | 27% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 21.508 | 15.958 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.51B | 9,350% |
| Annual Yield % from dividends | 1.64 | 1.30 | 126% |
| Returns for 1 year | 11.84 | 7.85 | 151% |
| Returns for 3 years | 69.62 | 67.51 | 103% |
| Returns for 5 years | N/A | 34.86 | - |
| Returns for 10 years | N/A | 30.51 | - |
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