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FWGIX vs SRIGX
FWGIX vs SRIGX Comparison
Open Charts FWGIX vs SRIGX
American Funds Capital World Gr&Inc F3
Price$64.68
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$13.58
Change-$0.20 (-1.45%)
VolumeN/A
CapitalizationN/A
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FWGIX vs SRIGX Comparison Chart
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FWGIX vs. SRIGX commentary
Sep 07, 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 StrongBuy and SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 121B vs. SRIGX (23.4M). 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). FWGIX annual gain was more profitable for investors over the last year : 17.73 vs. SRIGX (14.69). FWGIX return over 5 years is better than : 42.09 vs. SRIGX (-0.92).
| 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 | 10.582 | 10.040 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.4M | 517,094% |
| Annual Yield % from dividends | 1.99 | 1.22 | 163% |
| Returns for 1 year | 17.73 | 14.69 | 121% |
| Returns for 3 years | 2.34 | -15.14 | -15% |
| Returns for 5 years | 42.09 | -0.92 | -4,594% |
| Returns for 10 years | N/A | 3.58 | - |
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