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FWGIX vs SRICX
FWGIX vs SRICX Comparison
Open Charts FWGIX vs SRICX
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
FWGIX vs SRICX Comparison Chart
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FWGIX vs. SRICX commentary
May 09, 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. SRICX (21.2M). FWGIX pays higher dividends than SRICX: FWGIX (1.96) vs SRICX (1.69). FWGIX was incepted earlier than SRICX: FWGIX (8 years) vs SRICX (18 years). SRICX (3.34) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). SRICX has a lower initial minimum investment than FWGIX: SRICX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 2.63 vs. SRICX (-3.72). FWGIX return over 5 years is better than : 52.50 vs. SRICX (15.52).
| FWGIX | SRICX | FWGIX / SRICX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 3.34 | 12% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.775 | 1.104 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 21.2M | 584,906% |
| Annual Yield % from dividends | 1.96 | 1.69 | 116% |
| Returns for 1 year | 2.63 | -3.72 | -71% |
| Returns for 3 years | 31.85 | 8.87 | 359% |
| Returns for 5 years | 52.50 | 15.52 | 338% |
| Returns for 10 years | N/A | -16.53 | - |
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