Interact to see
Advertisement
Advertisement
FWGIX vs SRIGX
FWGIX vs SRIGX Comparison
Open Charts FWGIX vs SRIGX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWGIX vs SRIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SRIGX commentary
Jul 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: 136B vs. SRIGX (22.2M). FWGIX pays higher dividends than SRIGX: FWGIX (1.77) vs SRIGX (1.38). 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 : 9.74 vs. SRIGX (4.52). FWGIX return over 5 years is better than : 54.88 vs. SRIGX (20.32).
| 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 | 13.775 | 9.984 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.77 | 1.38 | 128% |
| Returns for 1 year | 9.74 | 4.52 | 216% |
| Returns for 3 years | 51.57 | 23.11 | 223% |
| Returns for 5 years | 54.88 | 20.32 | 270% |
| Returns for 10 years | N/A | -0.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement