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SRIAX vs WGIFX
SRIAX vs WGIFX Comparison
Open Charts SRIAX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$65.06
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
SRIAX vs WGIFX Comparison Chart
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SRIAX vs. WGIFX commentary
May 11, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. SRIAX (21.3M). WGIFX pays higher dividends than SRIAX: WGIFX (1.86) vs SRIAX (1.47). SRIAX was incepted earlier than WGIFX: SRIAX (18 years) vs WGIFX (17 years). SRIAX (2.59) 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 : 2.44 vs. SRIAX (-3.66). WGIFX return over 5 years is better than : 52.23 vs. SRIAX (19.34).
| SRIAX | WGIFX | SRIAX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.59 | 0.52 | 498% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 1.840 | 2.908 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 125B | 0% |
| Annual Yield % from dividends | 1.47 | 1.86 | 79% |
| Returns for 1 year | -3.66 | 2.44 | -150% |
| Returns for 3 years | 10.06 | 31.15 | 32% |
| Returns for 5 years | 19.34 | 52.23 | 37% |
| Returns for 10 years | -7.98 | 42.96 | -19% |
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