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SRICX vs WGIFX
SRICX vs WGIFX Comparison
Open Charts SRICX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$75.99
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
SRICX vs WGIFX Comparison Chart in %
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SRICX vs. WGIFX commentary
Oct 06, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. SRICX (22.6M). WGIFX (1.59) and SRICX (1.52) have matching dividends . SRICX was incepted earlier than WGIFX: SRICX (18 years) vs WGIFX (17 years). SRICX (3.33) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). 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 : 13.34 vs. SRICX (2.95). WGIFX return over 5 years is better than : 57.58 vs. SRICX (13.53).
| SRICX | WGIFX | SRICX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 3.33 | 0.52 | 640% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 13.891 | 21.251 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6M | 142B | 0% |
| Annual Yield % from dividends | 1.52 | 1.59 | 95% |
| Returns for 1 year | 2.95 | 13.34 | 22% |
| Returns for 3 years | 30.61 | 65.13 | 47% |
| Returns for 5 years | 13.53 | 57.58 | 24% |
| Returns for 10 years | -1.46 | 84.72 | -2% |