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FWGIX vs SRIGX
FWGIX vs SRIGX Comparison
Open Charts FWGIX vs SRIGX
American Funds Capital World Gr&Inc F3
Price$68.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
FWGIX vs SRIGX Comparison Chart
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FWGIX vs. SRIGX commentary
Jun 07, 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 SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. SRIGX (21.4M). FWGIX pays higher dividends than SRIGX: FWGIX (1.85) vs SRIGX (1.42). FWGIX was incepted earlier than SRIGX: FWGIX (8 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). SRIGX has a lower initial minimum investment than FWGIX: SRIGX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.52 vs. SRIGX (-1.15). FWGIX return over 5 years is better than : 47.04 vs. SRIGX (10.65).
| FWGIX | SRIGX | FWGIX / SRIGX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.57 | 16% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 8.798 | 5.032 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.85 | 1.42 | 131% |
| Returns for 1 year | 6.52 | -1.15 | -568% |
| Returns for 3 years | 30.51 | 7.73 | 395% |
| Returns for 5 years | 47.04 | 10.65 | 442% |
| Returns for 10 years | N/A | -5.14 | - |
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