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FCWGX vs SRIGX
FCWGX vs SRIGX Comparison
Open Charts FCWGX vs SRIGX
American Funds Capital World Gr&Inc529F2
Price$65.16
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
FCWGX vs SRIGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 125B vs. SRIGX (21.3M). FCWGX pays higher dividends than SRIGX: FCWGX (1.86) vs SRIGX (1.47). FCWGX was incepted earlier than SRIGX: FCWGX (5 years) vs SRIGX (18 years). SRIGX (2.59) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). FCWGX has a lower initial minimum investment than SRIGX: FCWGX (250) vs SRIGX (1000). FCWGX annual gain was more profitable for investors over the last year : 2.48 vs. SRIGX (-3.43).
| FCWGX | SRIGX | FCWGX / SRIGX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 2.59 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.922 | 1.997 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.86 | 1.47 | 126% |
| Returns for 1 year | 2.48 | -3.43 | -72% |
| Returns for 3 years | 33.65 | 10.22 | 329% |
| Returns for 5 years | N/A | 19.50 | - |
| Returns for 10 years | N/A | -7.76 | - |
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