Ad is loading...
FWGIX vs SRICX
FWGIX vs SRICX Comparison
Open Charts FWGIX vs SRICX
American Funds Capital World Gr&Inc F3
Price$69.13
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FWGIX vs SRICX Comparison Chart
Loading...
FWGIX vs. SRICX commentary
Oct 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 StrongBuy and SRICX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. SRICX (24.6M). FWGIX pays higher dividends than SRICX: FWGIX (1.99) vs SRICX (1.40). FWGIX was incepted earlier than SRICX: FWGIX (8 years) vs SRICX (17 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRICX (25.00). 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 : 26.33 vs. SRICX (24.27). FWGIX return over 5 years is better than : 49.03 vs. SRICX (-1.04).
| FWGIX | SRICX | FWGIX / SRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 16.268 | 14.913 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 24.6M | 524,390% |
| Annual Yield % from dividends | 1.99 | 1.40 | 142% |
| Returns for 1 year | 26.33 | 24.27 | 109% |
| Returns for 3 years | 9.69 | -11.64 | -83% |
| Returns for 5 years | 49.03 | -1.04 | -4,712% |
| Returns for 10 years | N/A | 5.12 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers