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FCWGX vs UCEQX
FCWGX vs UCEQX Comparison
Open Charts FCWGX vs UCEQX
American Funds Capital World Gr&Inc529F2
Price$74.85
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Victory Cornerstone Equity
Price$20.75
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets292.18M
FCWGX vs UCEQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 141B vs. UCEQX (292M). UCEQX pays higher dividends than FCWGX: UCEQX (2.06) vs FCWGX (1.64). FCWGX was incepted earlier than UCEQX: FCWGX (5 years) vs UCEQX (13 years). UCEQX (0.59) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. UCEQX (11.00). FCWGX has a lower initial minimum investment than UCEQX: FCWGX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 18.98 vs. FCWGX (13.64).
| FCWGX | UCEQX | FCWGX / UCEQX | |
| Total Expense Ratio | 0.52 | 0.59 | 88% |
| Annual Report Gross Expense Ratio | 0.52 | 0.59 | 88% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 19.272 | 18.900 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 292M | 48,288% |
| Annual Yield % from dividends | 1.64 | 2.06 | 80% |
| Returns for 1 year | 13.64 | 18.98 | 72% |
| Returns for 3 years | 61.18 | 54.79 | 112% |
| Returns for 5 years | N/A | 58.13 | - |
| Returns for 10 years | N/A | 93.39 | - |
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