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SRIGX vs WGIFX
SRIGX vs WGIFX Comparison
Open Charts SRIGX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
SRIGX vs WGIFX Comparison Chart in %
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SRIGX vs. WGIFX commentary
Aug 07, 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 SRIGX is a Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 134B vs. SRIGX (21.7M). WGIFX pays higher dividends than SRIGX: WGIFX (1.67) vs SRIGX (1.36). SRIGX was incepted earlier than WGIFX: SRIGX (18 years) vs WGIFX (17 years). SRIGX (2.57) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). WGIFX has a lower initial minimum investment than SRIGX: WGIFX (250) vs SRIGX (1000). WGIFX annual gain was more profitable for investors over the last year : 16.06 vs. SRIGX (5.05). WGIFX return over 5 years is better than : 47.18 vs. SRIGX (10.11).
| SRIGX | WGIFX | SRIGX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.57 | 0.52 | 494% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 8.307 | 13.360 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 134B | 0% |
| Annual Yield % from dividends | 1.36 | 1.67 | 81% |
| Returns for 1 year | 5.05 | 16.06 | 31% |
| Returns for 3 years | 13.76 | 43.78 | 31% |
| Returns for 5 years | 10.11 | 47.18 | 21% |
| Returns for 10 years | -2.64 | 61.41 | -4% |
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