FWGIX
Price
$75.40
Change
-$0.09 (-0.12%)
Updated
Oct 17 closing price
Net Assets
140.77B
SRIDX
Price
$14.56
Change
+$0.08 (+0.55%)
Updated
Oct 17 closing price
Net Assets
22.19M
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FWGIX vs SRIDX

Header iconFWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Gabelli SRI I
Price$14.56
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets22.19M
FWGIX vs SRIDX Comparison Chart in %
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FWGIX vs. SRIDX commentary
Oct 20, 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 Hold and SRIDX is a Hold.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. SRIDX (22.2M). FWGIX pays higher dividends than SRIDX: FWGIX (1.68) vs SRIDX (1.27). 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 : 11.18 vs. SRIDX (-1.22). FWGIX return over 5 years is better than : 52.74 vs. SRIDX (10.26).
FWGIXSRIDXFWGIX / SRIDX
Total Expense Ratio0.410.9046%
Annual Report Gross Expense Ratio0.412.3218%
Fund Existence9 years18 years-
Gain YTD20.29312.173167%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B22.2M635,135%
Annual Yield % from dividends1.681.27132%
Returns for 1 year11.18-1.22-915%
Returns for 3 years68.6231.30219%
Returns for 5 years52.7410.26514%
Returns for 10 yearsN/A5.65-
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