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FCWGX vs IESGX
FCWGX vs IESGX Comparison
Open Charts FCWGX vs IESGX
American Funds Capital World Gr&Inc529F2
Price$72.04
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
FCWGX vs IESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. IESGX (13.4M). FCWGX pays higher dividends than IESGX: FCWGX (1.68) vs IESGX (0.53). FCWGX was incepted earlier than IESGX: FCWGX (5 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). FCWGX has a lower initial minimum investment than IESGX: FCWGX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 18.91 vs. FCWGX (13.09).
| FCWGX | IESGX | FCWGX / IESGX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.52 | 1.25 | 42% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 15.158 | 12.646 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.4M | 1,022,388% |
| Annual Yield % from dividends | 1.68 | 0.53 | 314% |
| Returns for 1 year | 13.09 | 18.91 | 69% |
| Returns for 3 years | 47.92 | 60.82 | 79% |
| Returns for 5 years | N/A | 78.55 | - |
| Returns for 10 years | N/A | N/A | - |
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