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SRICX vs WGIFX
SRICX vs WGIFX Comparison
Open Charts SRICX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
SRICX vs WGIFX Comparison Chart in %
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SRICX vs. WGIFX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. SRICX (21.8M). WGIFX pays higher dividends than SRICX: WGIFX (1.67) vs SRICX (1.57). 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 : 16.06 vs. SRICX (5.01). WGIFX return over 5 years is better than : 47.18 vs. SRICX (7.39).
| 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 | 8.372 | 13.360 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 135B | 0% |
| Annual Yield % from dividends | 1.57 | 1.67 | 94% |
| Returns for 1 year | 5.01 | 16.06 | 31% |
| Returns for 3 years | 13.70 | 43.78 | 31% |
| Returns for 5 years | 7.39 | 47.18 | 16% |
| Returns for 10 years | -10.66 | 61.41 | -17% |
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