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FWCGX vs SRIAX
FWCGX vs SRIAX Comparison
Open Charts FWCGX vs SRIAX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FWCGX vs SRIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. SRIAX (21.4M). FWCGX pays higher dividends than SRIAX: FWCGX (1.81) vs SRIAX (1.42). FWCGX was incepted earlier than SRIAX: FWCGX (5 years) vs SRIAX (18 years). SRIAX (2.57) 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 : 6.68 vs. SRIAX (-1.22).
| FWCGX | SRIAX | FWCGX / SRIAX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 2.57 | 18% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.164 | 5.040 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.81 | 1.42 | 127% |
| Returns for 1 year | 6.68 | -1.22 | -546% |
| Returns for 3 years | 32.36 | 7.15 | 453% |
| Returns for 5 years | N/A | 10.66 | - |
| Returns for 10 years | N/A | -5.15 | - |
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