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FWCGX vs SRIDX
FWCGX vs SRIDX Comparison
Open Charts FWCGX vs SRIDX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FWCGX vs SRIDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. SRIDX (21.4M). FWCGX pays higher dividends than SRIDX: FWCGX (1.81) vs SRIDX (1.37). FWCGX was incepted earlier than SRIDX: FWCGX (5 years) vs SRIDX (18 years). SRIDX (2.32) 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 : 6.68 vs. SRIDX (-1.32).
| FWCGX | SRIDX | FWCGX / SRIDX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 2.32 | 20% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.164 | 5.008 | 183% |
| Front Load | N/A | N/A | - |
| 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 | 1.37 | 132% |
| Returns for 1 year | 6.68 | -1.32 | -505% |
| Returns for 3 years | 32.36 | 7.12 | 454% |
| Returns for 5 years | N/A | 11.28 | - |
| Returns for 10 years | N/A | -2.80 | - |
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