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SRIGX vs WGIFX
SRIGX vs WGIFX Comparison
Open Charts SRIGX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$72.68
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets136.73B
SRIGX vs WGIFX Comparison Chart in %
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SRIGX vs. WGIFX commentary
Aug 28, 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 Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. SRIGX (22.6M). 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 : 10.03 vs. SRIGX (2.86). WGIFX return over 5 years is better than : 45.38 vs. SRIGX (13.34).
| 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 | 13.179 | 15.603 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6M | 137B | 0% |
| Annual Yield % from dividends | 1.36 | 1.67 | 81% |
| Returns for 1 year | 2.86 | 10.03 | 28% |
| Returns for 3 years | 22.81 | 48.79 | 47% |
| Returns for 5 years | 13.34 | 45.38 | 29% |
| Returns for 10 years | 6.05 | 73.79 | 8% |
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