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FWCGX vs SRIDX
FWCGX vs SRIDX Comparison
Open Charts FWCGX vs SRIDX
American Funds Capital World Gr&Inc529F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
FWCGX vs SRIDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 124B vs. SRIDX (21.2M). FWCGX pays higher dividends than SRIDX: FWCGX (1.91) vs SRIDX (1.42). FWCGX was incepted earlier than SRIDX: FWCGX (5 years) vs SRIDX (18 years). SRIDX (2.34) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). FWCGX has a lower initial minimum investment than SRIDX: FWCGX (250) vs SRIDX (1000). FWCGX annual gain was more profitable for investors over the last year : 2.57 vs. SRIDX (-3.71).
| FWCGX | SRIDX | FWCGX / SRIDX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 2.34 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.748 | 1.079 | 255% |
| 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 | 1.42 | 135% |
| Returns for 1 year | 2.57 | -3.71 | -69% |
| Returns for 3 years | 34.18 | 8.93 | 383% |
| Returns for 5 years | N/A | 19.16 | - |
| Returns for 10 years | N/A | -6.50 | - |
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