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FWCGX vs SRIAX
FWCGX vs SRIAX Comparison
Open Charts FWCGX vs SRIAX
American Funds Capital World Gr&Inc529F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
FWCGX vs SRIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. SRIAX (21.3M). FWCGX pays higher dividends than SRIAX: FWCGX (1.91) vs SRIAX (1.47). FWCGX was incepted earlier than SRIAX: FWCGX (5 years) vs SRIAX (18 years). SRIAX (2.59) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). FWCGX has a lower initial minimum investment than SRIAX: FWCGX (250) vs SRIAX (1000). FWCGX annual gain was more profitable for investors over the last year : 2.52 vs. SRIAX (-3.66).
| FWCGX | SRIAX | FWCGX / SRIAX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 2.59 | 18% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.937 | 1.840 | 160% |
| Front Load | N/A | 6% | - |
| 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 | 1.91 | 1.47 | 130% |
| Returns for 1 year | 2.52 | -3.66 | -69% |
| Returns for 3 years | 33.80 | 10.06 | 336% |
| Returns for 5 years | N/A | 19.34 | - |
| Returns for 10 years | N/A | -7.98 | - |