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FCWGX vs SRIDX
FCWGX vs SRIDX Comparison
Open Charts FCWGX vs SRIDX
American Funds Capital World Gr&Inc529F2
Price$75.00
Change+$0.77 (+1.04%)
VolumeN/A
Net Assets139.3B
FCWGX vs SRIDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 139B vs. SRIDX (22.5M). FCWGX pays higher dividends than SRIDX: FCWGX (1.64) vs SRIDX (1.28). FCWGX was incepted earlier than SRIDX: FCWGX (5 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). FCWGX has a lower initial minimum investment than SRIDX: FCWGX (250) vs SRIDX (1000). FCWGX annual gain was more profitable for investors over the last year : 15.54 vs. SRIDX (5.86).
| FCWGX | SRIDX | FCWGX / SRIDX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.32 | 22% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 19.129 | 14.176 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 22.5M | 617,778% |
| Annual Yield % from dividends | 1.64 | 1.28 | 129% |
| Returns for 1 year | 15.54 | 5.86 | 265% |
| Returns for 3 years | 53.31 | 21.31 | 250% |
| Returns for 5 years | N/A | 17.40 | - |
| Returns for 10 years | N/A | 11.74 | - |
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