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FWGIX vs SRIGX
FWGIX vs SRIGX Comparison
Open Charts FWGIX vs SRIGX
American Funds Capital World Gr&Inc F3
Price$60.82
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
FWGIX vs SRIGX Comparison Chart
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FWGIX vs. SRIGX commentary
Apr 12, 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 Hold and SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 115B vs. SRIGX (20.1M). FWGIX pays higher dividends than SRIGX: FWGIX (1.98) vs SRIGX (1.46). FWGIX was incepted earlier than SRIGX: FWGIX (8 years) vs SRIGX (18 years). SRIGX (2.59) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and SRIGX (27.00) have comparable annual turnover. 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 : -3.85 vs. SRIGX (-8.37). FWGIX return over 5 years is better than : 48.86 vs. SRIGX (14.42).
| FWGIX | SRIGX | FWGIX / SRIGX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.59 | 16% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -3.863 | -5.671 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 20.1M | 572,139% |
| Annual Yield % from dividends | 1.98 | 1.46 | 135% |
| Returns for 1 year | -3.85 | -8.37 | 46% |
| Returns for 3 years | 11.53 | -6.75 | -171% |
| Returns for 5 years | 48.86 | 14.42 | 339% |
| Returns for 10 years | N/A | -15.32 | - |
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