SRICX
Price
$12.34
Change
+$0.02 (+0.16%)
Updated
Aug 28 closing price
Net Assets
22.62M
WGIFX
Price
$73.11
Change
+$0.36 (+0.49%)
Updated
Aug 28 closing price
Net Assets
136.73B
Interact to see
Advertisement

SRICX vs WGIFX

Header iconSRICX vs WGIFX Comparison
Open Charts SRICX vs WGIFXBanner chart's image
Gabelli SRI C
Price$12.34
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets22.62M
American Funds Capital World Gr&Inc F2
Price$73.11
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
SRICX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SRICX vs. WGIFX commentary
Aug 30, 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 Buy and WGIFX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. SRICX (22.6M). 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 : 10.90 vs. SRICX (3.13). WGIFX return over 5 years is better than : 45.51 vs. SRICX (9.99).
SRICXWGIFXSRICX / WGIFX
Total Expense Ratio0.900.52173%
Annual Report Gross Expense Ratio3.330.52640%
Fund Existence18 years17 years-
Gain YTD13.33916.28782%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets22.6M137B0%
Annual Yield % from dividends1.571.6794%
Returns for 1 year3.1310.9029%
Returns for 3 years23.5550.4647%
Returns for 5 years9.9945.5122%
Returns for 10 years-2.2376.20-3%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BRRE7.00N/A
N/A
Blue Ridge Real Estate Co.
SICLQ9.80N/A
N/A
Silvergate Capital Corporation
IPSOF43.50N/A
N/A
IPSOS
TNYZF0.68N/A
N/A
Tiny Ltd.
BLBLF22.38N/A
N/A
Bilibili Inc.