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FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
American Funds Capital World Gr&Inc F3
Price$65.26
Change+$1.22 (+1.91%)
VolumeN/A
Net Assets125.4B
FWGIX vs SRIDX Comparison Chart
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FWGIX vs. SRIDX commentary
May 04, 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: 125B vs. SRIDX (21.5M). FWGIX pays higher dividends than SRIDX: FWGIX (1.96) vs SRIDX (1.42). FWGIX was incepted earlier than SRIDX: FWGIX (8 years) vs SRIDX (18 years). SRIDX (2.34) 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 : 5.37 vs. SRIDX (-0.66). FWGIX return over 5 years is better than : 57.24 vs. SRIDX (23.21).
| FWGIX | SRIDX | FWGIX / SRIDX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.34 | 18% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.155 | 2.465 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.5M | 581,395% |
| Annual Yield % from dividends | 1.96 | 1.42 | 138% |
| Returns for 1 year | 5.37 | -0.66 | -815% |
| Returns for 3 years | 25.75 | 5.96 | 432% |
| Returns for 5 years | 57.24 | 23.21 | 247% |
| Returns for 10 years | N/A | -5.03 | - |