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FCWGX vs SRIDX
FCWGX vs SRIDX Comparison
Open Charts FCWGX vs SRIDX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FCWGX vs SRIDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. SRIDX (21.4M). FCWGX pays higher dividends than SRIDX: FCWGX (1.75) vs SRIDX (1.37). 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 : 6.63 vs. SRIDX (-1.32).
| 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 | 9.146 | 5.008 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.75 | 1.37 | 128% |
| Returns for 1 year | 6.63 | -1.32 | -502% |
| Returns for 3 years | 32.24 | 7.12 | 453% |
| Returns for 5 years | N/A | 11.28 | - |
| Returns for 10 years | N/A | -2.80 | - |
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