Interact to see
Advertisement
Advertisement
SRIDX vs WGIFX
SRIDX vs WGIFX Comparison
Open Charts SRIDX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$75.44
Change-$0.48 (-0.63%)
VolumeN/A
Net Assets141.83B
SRIDX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRIDX vs. WGIFX commentary
Oct 23, 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 SRIDX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. SRIDX (22.5M). WGIFX pays higher dividends than SRIDX: WGIFX (1.59) vs SRIDX (1.27). SRIDX was incepted earlier than WGIFX: SRIDX (18 years) vs WGIFX (17 years). SRIDX (2.32) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). WGIFX has a lower initial minimum investment than SRIDX: WGIFX (250) vs SRIDX (1000). WGIFX annual gain was more profitable for investors over the last year : 11.55 vs. SRIDX (1.63). WGIFX return over 5 years is better than : 52.58 vs. SRIDX (11.62).
| SRIDX | WGIFX | SRIDX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.32 | 0.52 | 446% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 13.559 | 20.373 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 142B | 0% |
| Annual Yield % from dividends | 1.27 | 1.59 | 80% |
| Returns for 1 year | 1.63 | 11.55 | 14% |
| Returns for 3 years | 33.73 | 66.75 | 51% |
| Returns for 5 years | 11.62 | 52.58 | 22% |
| Returns for 10 years | 5.19 | 75.97 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement