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FWCGX vs SEEFX
FWCGX vs SEEFX Comparison
Open Charts FWCGX vs SEEFX
American Funds Capital World Gr&Inc529F3
Price$76.20
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
Saturna Sustainable Equity
Price$22.75
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets25.19M
FWCGX vs SEEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. SEEFX (25.2M). FWCGX pays higher dividends than SEEFX: FWCGX (1.64) vs SEEFX (0.73). FWCGX was incepted earlier than SEEFX: FWCGX (5 years) vs SEEFX (11 years). SEEFX (0.91) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SEEFX (19.00). FWCGX has a lower initial minimum investment than SEEFX: FWCGX (250) vs SEEFX (1000). SEEFX (12.06) and FWCGX (11.84) have marching annual gain over last year.
| FWCGX | SEEFX | FWCGX / SEEFX | |
| Total Expense Ratio | 0.47 | 0.75 | 63% |
| Annual Report Gross Expense Ratio | 0.47 | 0.91 | 52% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 21.508 | 17.855 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 25.2M | 559,524% |
| Annual Yield % from dividends | 1.64 | 0.73 | 225% |
| Returns for 1 year | 11.84 | 12.06 | 98% |
| Returns for 3 years | 69.62 | 67.06 | 104% |
| Returns for 5 years | N/A | 45.16 | - |
| Returns for 10 years | N/A | 151.19 | - |