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FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
American Funds Capital World Gr&Inc F3
Price$71.46
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
FWGIX vs SRIDX Comparison Chart in %
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FWGIX vs. SRIDX commentary
Jul 13, 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 (22M). 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 : 8.11 vs. SRIDX (2.50). FWGIX return over 5 years is better than : 51.58 vs. SRIDX (20.16).
| 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 | 13.616 | 10.092 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22M | 618,182% |
| Annual Yield % from dividends | 1.77 | 1.33 | 133% |
| Returns for 1 year | 8.11 | 2.50 | 324% |
| Returns for 3 years | 54.14 | 24.16 | 224% |
| Returns for 5 years | 51.58 | 20.16 | 256% |
| Returns for 10 years | N/A | 0.51 | - |
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