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FCWGX vs SRICX
FCWGX vs SRICX Comparison
Open Charts FCWGX vs SRICX
American Funds Capital World Gr&Inc529F2
Price$71.80
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets135.86B
FCWGX vs SRICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. SRICX (22.1M). FCWGX pays higher dividends than SRICX: FCWGX (1.68) vs SRICX (1.59). FCWGX was incepted earlier than SRICX: FCWGX (5 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). FCWGX has a lower initial minimum investment than SRICX: FCWGX (250) vs SRICX (1000). FCWGX annual gain was more profitable for investors over the last year : 8.32 vs. SRICX (3.26).
| FCWGX | SRICX | FCWGX / SRICX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 3.33 | 16% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 14.046 | 9.752 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.1M | 615,385% |
| Annual Yield % from dividends | 1.68 | 1.59 | 106% |
| Returns for 1 year | 8.32 | 3.26 | 255% |
| Returns for 3 years | 55.09 | 23.27 | 237% |
| Returns for 5 years | N/A | 16.02 | - |
| Returns for 10 years | N/A | -10.21 | - |
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