Interact to see
Advertisement
Advertisement
FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$76.02
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Victory Sustainable World A
Price$34.18
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.53B
FWCGX vs USWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 143B vs. USWGX (1.53B). FWCGX pays higher dividends than USWGX: FWCGX (1.64) vs USWGX (1.30). FWCGX was incepted earlier than USWGX: FWCGX (5 years) vs USWGX (15 years). USWGX (1.77) 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 : 12.25 vs. USWGX (8.93).
| FWCGX | USWGX | FWCGX / USWGX | |
| Total Expense Ratio | 0.47 | 1.38 | 34% |
| Annual Report Gross Expense Ratio | 0.47 | 1.77 | 27% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 21.221 | 15.958 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.53B | 9,365% |
| Annual Yield % from dividends | 1.64 | 1.30 | 126% |
| Returns for 1 year | 12.25 | 8.93 | 137% |
| Returns for 3 years | 73.62 | 72.26 | 102% |
| Returns for 5 years | N/A | 33.14 | - |
| Returns for 10 years | N/A | 32.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement