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SRIAX vs WGIFX
SRIAX vs WGIFX Comparison
Open Charts SRIAX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$74.70
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
SRIAX vs WGIFX Comparison Chart in %
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SRIAX vs. WGIFX commentary
Nov 20, 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 SRIAX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 139B vs. SRIAX (21.7M). WGIFX pays higher dividends than SRIAX: WGIFX (1.56) vs SRIAX (1.32). SRIAX was incepted earlier than WGIFX: SRIAX (18 years) vs WGIFX (17 years). SRIAX (2.57) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). WGIFX has a lower initial minimum investment than SRIAX: WGIFX (250) vs SRIAX (1000). WGIFX annual gain was more profitable for investors over the last year : 12.47 vs. SRIAX (-1.02). WGIFX return over 5 years is better than : 43.13 vs. SRIAX (4.02).
| SRIAX | WGIFX | SRIAX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.57 | 0.52 | 494% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 10.960 | 19.192 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 139B | 0% |
| Annual Yield % from dividends | 1.32 | 1.56 | 85% |
| Returns for 1 year | -1.02 | 12.47 | -8% |
| Returns for 3 years | 18.26 | 51.79 | 35% |
| Returns for 5 years | 4.02 | 43.13 | 9% |
| Returns for 10 years | 1.98 | 75.66 | 3% |
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