Ad is loading...
Ad is loading...
FWGIX vs SRIAX
FWGIX vs SRIAX Comparison
Open Charts FWGIX vs SRIAX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
FWGIX vs SRIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SRIAX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Sell and SRIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. SRIAX (23.8M). FWGIX pays higher dividends than SRIAX: FWGIX (1.99) vs SRIAX (1.22). FWGIX was incepted earlier than SRIAX: FWGIX (8 years) vs SRIAX (17 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (25.00). SRIAX has a lower initial minimum investment than FWGIX: SRIAX (1000) vs FWGIX (1000000). SRIAX (20.07) and FWGIX (19.52) have marching annual gain over last year. FWGIX return over 5 years is better than : 40.15 vs. SRIAX (-1.72).
| FWGIX | SRIAX | FWGIX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.433 | 12.929 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23.8M | 525,210% |
| Annual Yield % from dividends | 1.99 | 1.22 | 163% |
| Returns for 1 year | 19.52 | 20.07 | 97% |
| Returns for 3 years | 3.95 | -14.60 | -27% |
| Returns for 5 years | 40.15 | -1.72 | -2,328% |
| Returns for 10 years | N/A | 3.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers