Ad is loading...
FWCGX vs SRICX
FWCGX vs SRICX Comparison
Open Charts FWCGX vs SRICX
American Funds Capital World Gr&Inc529F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
FWCGX vs SRICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 124B vs. SRICX (21.2M). FWCGX pays higher dividends than SRICX: FWCGX (1.91) vs SRICX (1.69). FWCGX was incepted earlier than SRICX: FWCGX (5 years) vs SRICX (18 years). SRICX (3.34) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). FWCGX has a lower initial minimum investment than SRICX: FWCGX (250) vs SRICX (1000). FWCGX annual gain was more profitable for investors over the last year : 2.57 vs. SRICX (-3.72).
| FWCGX | SRICX | FWCGX / SRICX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 3.34 | 14% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.748 | 1.104 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 21.2M | 584,906% |
| Annual Yield % from dividends | 1.91 | 1.69 | 113% |
| Returns for 1 year | 2.57 | -3.72 | -69% |
| Returns for 3 years | 34.18 | 8.87 | 385% |
| Returns for 5 years | N/A | 15.52 | - |
| Returns for 10 years | N/A | -16.53 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...