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FWCGX vs USWGX
FWCGX vs USWGX Comparison
Open Charts FWCGX vs USWGX
American Funds Capital World Gr&Inc529F3
Price$74.78
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Victory Sustainable World A
Price$33.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.49B
FWCGX vs USWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 139B vs. USWGX (1.5B). FWCGX pays higher dividends than USWGX: FWCGX (1.61) vs USWGX (1.27). 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 : 12.52 vs. USWGX (8.11). FWCGX return over 5 years is better than : 47.18 vs. USWGX (26.71).
| 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 | 19.244 | 14.406 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.5B | 9,298% |
| Annual Yield % from dividends | 1.61 | 1.27 | 126% |
| Returns for 1 year | 12.52 | 8.11 | 154% |
| Returns for 3 years | 53.04 | 54.41 | 97% |
| Returns for 5 years | 47.18 | 26.71 | 177% |
| Returns for 10 years | N/A | 28.07 | - |
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