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FWGIX vs SRIAX
FWGIX vs SRIAX Comparison
Open Charts FWGIX vs SRIAX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
FWGIX vs SRIAX Comparison Chart
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FWGIX vs. SRIAX commentary
Apr 18, 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: 117B vs. SRIAX (20.2M). FWGIX pays higher dividends than SRIAX: FWGIX (1.98) vs SRIAX (1.46). FWGIX was incepted earlier than SRIAX: FWGIX (8 years) vs SRIAX (18 years). SRIAX (2.59) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and SRIAX (27.00) have comparable annual turnover. 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 : -0.56 vs. SRIAX (-4.57). FWGIX return over 5 years is better than : 45.33 vs. SRIAX (14.83).
| FWGIX | SRIAX | FWGIX / SRIAX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.59 | 16% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -3.626 | -4.240 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 20.2M | 579,208% |
| Annual Yield % from dividends | 1.98 | 1.46 | 135% |
| Returns for 1 year | -0.56 | -4.57 | 12% |
| Returns for 3 years | 11.85 | -4.91 | -241% |
| Returns for 5 years | 45.33 | 14.83 | 306% |
| Returns for 10 years | N/A | -13.82 | - |
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