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FWCGX vs SRICX
FWCGX vs SRICX Comparison
Open Charts FWCGX vs SRICX
American Funds Capital World Gr&Inc529F3
Price$60.82
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets115.05B
FWCGX vs SRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 115B vs. SRICX (20.1M). FWCGX pays higher dividends than SRICX: FWCGX (1.93) vs SRICX (1.68). FWCGX was incepted earlier than SRICX: FWCGX (4 years) vs SRICX (18 years). SRICX (3.34) is less costly to investors than FWCGX (0.47). FWCGX (27.00) and SRICX (27.00) have comparable annual turnover. 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 : -3.91 vs. SRICX (-8.29).
| FWCGX | SRICX | FWCGX / SRICX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 3.34 | 14% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -3.889 | -5.520 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 20.1M | 572,139% |
| Annual Yield % from dividends | 1.93 | 1.68 | 115% |
| Returns for 1 year | -3.91 | -8.29 | 47% |
| Returns for 3 years | 13.50 | -6.76 | -200% |
| Returns for 5 years | N/A | 11.65 | - |
| Returns for 10 years | N/A | -22.44 | - |