FWGIX
Price
$61.89
Change
+$0.02 (+0.03%)
Updated
Feb 21, 6:59 PM EST
SRIDX
Price
$13.24
Change
-$0.01 (-0.08%)
Updated
Feb 21, 6:59 PM EST
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Compare trend and price FWGIX vs SRIDX

Header iconFWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$61.89
Change+$0.02 (+0.03%)
VolumeN/A
CapitalizationN/A
Gabelli SRI I
Price$13.24
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
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FWGIX vs SRIDX Comparison Chart

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VS
FWGIX vs. SRIDX commentary
Feb 22, 2024

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.

FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 120B vs. SRIDX (23.7M). FWGIX pays higher dividends than SRIDX: FWGIX (2.12) vs SRIDX (1.26). FWGIX was incepted earlier than SRIDX: FWGIX (7 years) vs SRIDX (17 years). SRIDX (1.94) is less costly to investors than FWGIX (0.41). 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 return over 5 years is better than : 40.38 vs. SRIDX (-7.86).
FWGIXSRIDXFWGIX / SRIDX
Total Expense Ratio0.410.9046%
Annual Report Gross Expense Ratio0.411.9421%
Fund Existence7 years17 years-
Gain YTD2.9791.768169%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets120B23.7M506,329%
Annual Yield % from dividends2.121.26169%
Returns for 1 year17.89N/A-
Returns for 3 years5.87N/A-
Returns for 5 years40.38-7.86-514%
Returns for 10 yearsN/A8.78-
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