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FCWGX vs SRIDX
FCWGX vs SRIDX Comparison
Open Charts FCWGX vs SRIDX
American Funds Capital World Gr&Inc529F2
Price$60.99
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
FCWGX vs SRIDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 117B vs. SRIDX (20.2M). FCWGX pays higher dividends than SRIDX: FCWGX (1.87) vs SRIDX (1.41). FCWGX was incepted earlier than SRIDX: FCWGX (4 years) vs SRIDX (18 years). SRIDX (2.34) is less costly to investors than FCWGX (0.52). FCWGX (27.00) and SRIDX (27.00) have comparable annual turnover. 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 : -0.66 vs. SRIDX (-4.56).
| FCWGX | SRIDX | FCWGX / SRIDX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.34 | 22% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -3.664 | -4.237 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 20.2M | 579,208% |
| Annual Yield % from dividends | 1.87 | 1.41 | 133% |
| Returns for 1 year | -0.66 | -4.56 | 15% |
| Returns for 3 years | 13.70 | -4.95 | -277% |
| Returns for 5 years | N/A | 15.55 | - |
| Returns for 10 years | N/A | -11.59 | - |