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FWGIX vs SRICX
FWGIX vs SRICX Comparison
Open Charts FWGIX vs SRICX
American Funds Capital World Gr&Inc F3
Price$60.86
Change-$0.71 (-1.15%)
VolumeN/A
Net Assets118.57B
FWGIX vs SRICX Comparison Chart
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FWGIX vs. SRICX commentary
Apr 17, 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: 119B vs. SRICX (20.5M). FWGIX pays higher dividends than SRICX: FWGIX (1.98) vs SRICX (1.68). 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 (27.00) and SRICX (27.00) have comparable annual turnover. 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 : -0.19 vs. SRICX (-4.38). FWGIX return over 5 years is better than : 50.18 vs. SRICX (16.61).
| 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 | -2.678 | -3.312 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 20.5M | 580,488% |
| Annual Yield % from dividends | 1.98 | 1.68 | 118% |
| Returns for 1 year | -0.19 | -4.38 | 4% |
| Returns for 3 years | 12.55 | -4.50 | -279% |
| Returns for 5 years | 50.18 | 16.61 | 302% |
| Returns for 10 years | N/A | -19.95 | - |