Interact to see
Advertisement
Advertisement
FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
American Funds Capital World Gr&Inc F3
Price$75.03
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets140.42B
FWGIX vs SRIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SRIDX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. SRIDX (22.7M). FWGIX pays higher dividends than SRIDX: FWGIX (1.73) vs SRIDX (1.28). FWGIX was incepted earlier than SRIDX: FWGIX (9 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 : 14.05 vs. SRIDX (3.53). FWGIX return over 5 years is better than : 52.71 vs. SRIDX (15.30).
| FWGIX | SRIDX | FWGIX / SRIDX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.32 | 18% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 19.432 | 13.636 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.7M | 616,740% |
| Annual Yield % from dividends | 1.73 | 1.28 | 136% |
| Returns for 1 year | 14.05 | 3.53 | 398% |
| Returns for 3 years | 60.59 | 27.52 | 220% |
| Returns for 5 years | 52.71 | 15.30 | 344% |
| Returns for 10 years | N/A | 10.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement