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CWIAX vs FCWGX
CWIAX vs FCWGX Comparison
Open Charts CWIAX vs FCWGX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc529F2
Price$61.66
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
CWIAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX (123B) and FCWGX (123B) have equal amount of cash in the bank . FCWGX pays higher dividends than CWIAX: FCWGX (1.87) vs CWIAX (1.63). CWIAX was incepted earlier than FCWGX: CWIAX (23 years) vs FCWGX (4 years). CWIAX (0.78) is less costly to investors than FCWGX (0.52). CWIAX (27.00) and FCWGX (27.00) have comparable annual turnover. CWIAX (250) and FCWGX (250) have matching initial minimum investment requirements. FCWGX annual gain was more profitable for investors over the last year : 0.48 vs. CWIAX (0.21).
| CWIAX | FCWGX | CWIAX / FCWGX | |
| Total Expense Ratio | 0.78 | 0.52 | 150% |
| Annual Report Gross Expense Ratio | 0.78 | 0.52 | 150% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.873 | 0.916 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.63 | 1.87 | 87% |
| Returns for 1 year | 0.21 | 0.48 | 44% |
| Returns for 3 years | 13.32 | 14.26 | 93% |
| Returns for 5 years | 73.36 | N/A | - |
| Returns for 10 years | 61.00 | N/A | - |
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