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FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$60.71
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
Victory Sustainable World A
Price$27.53
Change+$2.01 (+7.88%)
VolumeN/A
Net Assets1.18B
FWCGX vs USWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 109B vs. USWGX (1.18B). FWCGX pays higher dividends than USWGX: FWCGX (1.93) vs USWGX (1.53). FWCGX was incepted earlier than USWGX: FWCGX (4 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 (-10.61) and USWGX (-10.67) have marching annual gain over last year.
| FWCGX | USWGX | FWCGX / USWGX | |
| Total Expense Ratio | 0.47 | 1.36 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.90 | 25% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -10.242 | -13.900 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 1.18B | 9,261% |
| Annual Yield % from dividends | 1.93 | 1.53 | 126% |
| Returns for 1 year | -10.61 | -10.67 | 99% |
| Returns for 3 years | 4.05 | 2.46 | 165% |
| Returns for 5 years | N/A | 22.02 | - |
| Returns for 10 years | N/A | -6.81 | - |
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