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CWIAX vs FWCGX
CWIAX vs FWCGX Comparison
Open Charts CWIAX vs FWCGX
American Funds Capital World Gr&Inc 529A
Price$70.80
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets134.85B
American Funds Capital World Gr&Inc529F3
Price$71.09
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets134.85B
CWIAX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX (135B) and FWCGX (135B) have equal amount of cash in the bank . FWCGX pays higher dividends than CWIAX: FWCGX (1.81) vs CWIAX (1.52). CWIAX was incepted earlier than FWCGX: CWIAX (23 years) vs FWCGX (5 years). CWIAX (0.78) is less costly to investors than FWCGX (0.47). CWIAX (27.00) and FWCGX (27.00) have comparable annual turnover. CWIAX (250) and FWCGX (250) have matching initial minimum investment requirements. FWCGX (10.30) and CWIAX (9.94) have marching annual gain over last year.
| CWIAX | FWCGX | CWIAX / FWCGX | |
| Total Expense Ratio | 0.78 | 0.47 | 166% |
| Annual Report Gross Expense Ratio | 0.78 | 0.47 | 166% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 12.409 | 12.572 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 1.52 | 1.81 | 84% |
| Returns for 1 year | 9.94 | 10.30 | 97% |
| Returns for 3 years | 50.08 | 51.52 | 97% |
| Returns for 5 years | 56.63 | N/A | - |
| Returns for 10 years | 80.49 | N/A | - |
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