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SRIDX vs WGIFX
SRIDX vs WGIFX Comparison
Open Charts SRIDX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
SRIDX vs WGIFX Comparison Chart
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SRIDX vs. WGIFX commentary
Feb 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. SRIDX (23.1M). WGIFX pays higher dividends than SRIDX: WGIFX (1.90) vs SRIDX (1.18). SRIDX was incepted earlier than WGIFX: SRIDX (18 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). 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 : 7.35 vs. SRIDX (3.18). WGIFX return over 5 years is better than : 33.63 vs. SRIDX (2.77).
| SRIDX | WGIFX | SRIDX / 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 | 4.700 | 4.350 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1M | 128B | 0% |
| Annual Yield % from dividends | 1.18 | 1.90 | 62% |
| Returns for 1 year | 3.18 | 7.35 | 43% |
| Returns for 3 years | 0.54 | 17.14 | 3% |
| Returns for 5 years | 2.77 | 33.63 | 8% |
| Returns for 10 years | -2.96 | 45.71 | -6% |
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