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FWGIX vs SRIGX
FWGIX vs SRIGX Comparison
Open Charts FWGIX vs SRIGX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$14.16
Change-$0.09 (-0.63%)
VolumeN/A
CapitalizationN/A
FWGIX vs SRIGX Comparison Chart
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FWGIX vs. SRIGX commentary
Nov 18, 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 Sell and SRIGX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. SRIGX (23.8M). FWGIX pays higher dividends than SRIGX: FWGIX (1.99) vs SRIGX (1.22). FWGIX was incepted earlier than SRIGX: FWGIX (8 years) vs SRIGX (17 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (25.00). SRIGX has a lower initial minimum investment than FWGIX: SRIGX (1000) vs FWGIX (1000000). SRIGX (19.96) and FWGIX (19.52) have marching annual gain over last year. FWGIX return over 5 years is better than : 40.15 vs. SRIGX (-1.73).
| FWGIX | SRIGX | FWGIX / SRIGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.433 | 12.829 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23.8M | 525,210% |
| Annual Yield % from dividends | 1.99 | 1.22 | 163% |
| Returns for 1 year | 19.52 | 19.96 | 98% |
| Returns for 3 years | 3.95 | -14.64 | -27% |
| Returns for 5 years | 40.15 | -1.73 | -2,319% |
| Returns for 10 years | N/A | 3.79 | - |
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