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SRICX vs WGIFX
SRICX vs WGIFX Comparison
Open Charts SRICX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets130.16B
SRICX vs WGIFX Comparison Chart
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SRICX vs. WGIFX commentary
Feb 22, 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 SRICX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 130B vs. SRICX (23.3M). WGIFX pays higher dividends than SRICX: WGIFX (1.90) vs SRICX (1.40). SRICX was incepted earlier than WGIFX: SRICX (18 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRICX (25.00). WGIFX has a lower initial minimum investment than SRICX: WGIFX (250) vs SRICX (1000). WGIFX annual gain was more profitable for investors over the last year : 10.59 vs. SRICX (5.55). WGIFX return over 5 years is better than : 35.40 vs. SRICX (1.11).
| SRICX | WGIFX | SRICX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 6.348 | 5.737 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 130B | 0% |
| Annual Yield % from dividends | 1.40 | 1.90 | 74% |
| Returns for 1 year | 5.55 | 10.59 | 52% |
| Returns for 3 years | 0.79 | 17.30 | 5% |
| Returns for 5 years | 1.11 | 35.40 | 3% |
| Returns for 10 years | -11.95 | 48.05 | -25% |
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