Interact to see
Advertisement
Advertisement
FWGIX vs SRIAX
FWGIX vs SRIAX Comparison
Open Charts FWGIX vs SRIAX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
FWGIX vs SRIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SRIAX commentary
Jun 07, 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 Buy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. SRIAX (21.4M). FWGIX pays higher dividends than SRIAX: FWGIX (1.85) vs SRIAX (1.42). FWGIX was incepted earlier than SRIAX: FWGIX (8 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). 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 : 6.73 vs. SRIAX (-1.22). FWGIX return over 5 years is better than : 47.57 vs. SRIAX (10.66).
| FWGIX | SRIAX | FWGIX / SRIAX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.57 | 16% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.193 | 5.040 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.85 | 1.42 | 130% |
| Returns for 1 year | 6.73 | -1.22 | -550% |
| Returns for 3 years | 30.07 | 7.15 | 420% |
| Returns for 5 years | 47.57 | 10.66 | 446% |
| Returns for 10 years | N/A | -5.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement