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FWCGX vs SRICX
FWCGX vs SRICX Comparison
Open Charts FWCGX vs SRICX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
FWCGX vs SRICX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 132B vs. SRICX (21.3M). FWCGX pays higher dividends than SRICX: FWCGX (1.81) vs SRICX (1.63). FWCGX was incepted earlier than SRICX: FWCGX (5 years) vs SRICX (18 years). SRICX (3.33) 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 : 6.64 vs. SRICX (1.27).
| FWCGX | SRICX | FWCGX / SRICX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 3.33 | 14% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.155 | 6.256 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 21.3M | 619,718% |
| Annual Yield % from dividends | 1.81 | 1.63 | 111% |
| Returns for 1 year | 6.64 | 1.27 | 523% |
| Returns for 3 years | 46.75 | 20.65 | 226% |
| Returns for 5 years | N/A | 15.87 | - |
| Returns for 10 years | N/A | -12.89 | - |
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