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FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWGIX vs SRIDX Comparison Chart in %
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FWGIX vs. SRIDX commentary
Jul 06, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. SRIDX (22.2M). FWGIX pays higher dividends than SRIDX: FWGIX (1.77) vs SRIDX (1.33). FWGIX was incepted earlier than SRIDX: FWGIX (8 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). SRIDX has a lower initial minimum investment than FWGIX: SRIDX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. SRIDX (4.50). FWGIX return over 5 years is better than : 54.88 vs. SRIDX (21.03).
| FWGIX | SRIDX | FWGIX / SRIDX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.32 | 18% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 13.775 | 10.015 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.77 | 1.33 | 133% |
| Returns for 1 year | 9.74 | 4.50 | 216% |
| Returns for 3 years | 51.57 | 23.05 | 224% |
| Returns for 5 years | 54.88 | 21.03 | 261% |
| Returns for 10 years | N/A | 1.64 | - |
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