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FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Victory Sustainable World A
Price$31.03
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets1.41B
FWCGX vs USWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. USWGX (1.41B). FWCGX pays higher dividends than USWGX: FWCGX (1.81) vs USWGX (1.44). FWCGX was incepted earlier than USWGX: FWCGX (5 years) vs USWGX (15 years). USWGX (1.90) is less costly to investors than FWCGX (0.47). USWGX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than USWGX: FWCGX (250) vs USWGX (2500). FWCGX annual gain was more profitable for investors over the last year : 6.68 vs. USWGX (4.53).
| FWCGX | USWGX | FWCGX / USWGX | |
| Total Expense Ratio | 0.47 | 1.36 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.90 | 25% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.164 | 3.981 | 230% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.41B | 9,317% |
| Annual Yield % from dividends | 1.81 | 1.44 | 125% |
| Returns for 1 year | 6.68 | 4.53 | 147% |
| Returns for 3 years | 32.36 | 32.18 | 101% |
| Returns for 5 years | N/A | 29.15 | - |
| Returns for 10 years | N/A | 14.13 | - |
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