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FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
American Funds Capital World Gr&Inc F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
FWGIX vs SRIDX Comparison Chart
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FWGIX vs. SRIDX commentary
Jan 19, 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 StrongBuy and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 127B vs. SRIDX (22.9M). FWGIX pays higher dividends than SRIDX: FWGIX (1.99) vs SRIDX (1.18). FWGIX was incepted earlier than SRIDX: FWGIX (8 years) vs SRIDX (18 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). SRIDX has a lower initial minimum investment than FWGIX: SRIDX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 11.33 vs. SRIDX (4.21). FWGIX return over 5 years is better than : 29.10 vs. SRIDX (-0.69).
| FWGIX | SRIDX | FWGIX / SRIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.078 | 1.387 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 22.9M | 554,585% |
| Annual Yield % from dividends | 1.99 | 1.18 | 169% |
| Returns for 1 year | 11.33 | 4.21 | 269% |
| Returns for 3 years | 9.39 | -8.65 | -109% |
| Returns for 5 years | 29.10 | -0.69 | -4,188% |
| Returns for 10 years | N/A | -1.53 | - |