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FWCGX vs SRIAX
FWCGX vs SRIAX Comparison
Open Charts FWCGX vs SRIAX
American Funds Capital World Gr&Inc529F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
FWCGX vs SRIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 117B vs. SRIAX (20.2M). FWCGX pays higher dividends than SRIAX: FWCGX (1.93) vs SRIAX (1.46). FWCGX was incepted earlier than SRIAX: FWCGX (4 years) vs SRIAX (18 years). SRIAX (2.59) is less costly to investors than FWCGX (0.47). FWCGX (27.00) and SRIAX (27.00) have comparable annual turnover. 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 : -0.62 vs. SRIAX (-4.57).
| FWCGX | SRIAX | FWCGX / SRIAX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 2.59 | 18% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -3.652 | -4.240 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 20.2M | 579,208% |
| Annual Yield % from dividends | 1.93 | 1.46 | 132% |
| Returns for 1 year | -0.62 | -4.57 | 14% |
| Returns for 3 years | 13.82 | -4.91 | -282% |
| Returns for 5 years | N/A | 14.83 | - |
| Returns for 10 years | N/A | -13.82 | - |