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FWCGX vs SRIDX
FWCGX vs SRIDX Comparison
Open Charts FWCGX vs SRIDX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWCGX vs SRIDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. SRIDX (22.2M). FWCGX pays higher dividends than SRIDX: FWCGX (1.73) vs SRIDX (1.33). 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 : 9.68 vs. SRIDX (4.50).
| 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 | 13.732 | 10.015 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.73 | 1.33 | 130% |
| Returns for 1 year | 9.68 | 4.50 | 215% |
| Returns for 3 years | 53.08 | 23.05 | 230% |
| Returns for 5 years | N/A | 21.03 | - |
| Returns for 10 years | N/A | 1.64 | - |