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FWGIX vs SRIAX
FWGIX vs SRIAX Comparison
Open Charts FWGIX vs SRIAX
American Funds Capital World Gr&Inc F3
Price$66.02
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
FWGIX vs SRIAX Comparison Chart
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FWGIX vs. SRIAX commentary
Jan 23, 2025
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 StrongBuy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. SRIAX (23.1M). FWGIX pays higher dividends than SRIAX: FWGIX (1.99) vs SRIAX (1.22). FWGIX was incepted earlier than SRIAX: FWGIX (8 years) vs SRIAX (18 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). FWGIX annual gain was more profitable for investors over the last year : 12.24 vs. SRIAX (5.06). FWGIX return over 5 years is better than : 32.84 vs. SRIAX (1.46).
| FWGIX | SRIAX | FWGIX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.952 | 3.520 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 23.1M | 558,442% |
| Annual Yield % from dividends | 1.99 | 1.22 | 163% |
| Returns for 1 year | 12.24 | 5.06 | 242% |
| Returns for 3 years | 14.62 | -4.24 | -345% |
| Returns for 5 years | 32.84 | 1.46 | 2,249% |
| Returns for 10 years | N/A | -3.54 | - |
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