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FWCGX vs SRIAX
FWCGX vs SRIAX Comparison
Open Charts FWCGX vs SRIAX
American Funds Capital World Gr&Inc529F3
Price$67.22
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
FWCGX vs SRIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. SRIAX (23.8M). FWCGX pays higher dividends than SRIAX: FWCGX (1.94) vs SRIAX (1.22). FWCGX was incepted earlier than SRIAX: FWCGX (4 years) vs SRIAX (17 years). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (25.00). FWCGX has a lower initial minimum investment than SRIAX: FWCGX (250) vs SRIAX (1000). SRIAX (20.07) and FWCGX (19.45) have marching annual gain over last year.
| FWCGX | SRIAX | FWCGX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 13.388 | 12.929 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23.8M | 525,210% |
| Annual Yield % from dividends | 1.94 | 1.22 | 159% |
| Returns for 1 year | 19.45 | 20.07 | 97% |
| Returns for 3 years | 6.26 | -14.60 | -43% |
| Returns for 5 years | N/A | -1.72 | - |
| Returns for 10 years | N/A | 3.79 | - |
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