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FCWGX vs SRICX
FCWGX vs SRICX Comparison
Open Charts FCWGX vs SRICX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
FCWGX vs SRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. SRICX (21.3M). FCWGX pays higher dividends than SRICX: FCWGX (1.75) vs SRICX (1.63). 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 : 6.60 vs. SRICX (1.27).
| 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 | 9.138 | 6.256 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.3M | 615,023% |
| Annual Yield % from dividends | 1.75 | 1.63 | 108% |
| Returns for 1 year | 6.60 | 1.27 | 520% |
| Returns for 3 years | 46.60 | 20.65 | 226% |
| Returns for 5 years | N/A | 15.87 | - |
| Returns for 10 years | N/A | -12.89 | - |
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