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CWGFX vs SRICX
CWGFX vs SRICX Comparison
Open Charts CWGFX vs SRICX
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
CWGFX vs SRICX Comparison Chart in %
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CWGFX vs. SRICX commentary
Jan 15, 2026
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 CWGFX is a Hold and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SRICX (22.6M). SRICX (1.56) and CWGFX (1.48) have matching dividends . CWGFX was incepted earlier than SRICX: CWGFX (25 years) vs SRICX (19 years). SRICX (3.33) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). CWGFX has a lower initial minimum investment than SRICX: CWGFX (250) vs SRICX (1000). CWGFX annual gain was more profitable for investors over the last year : 18.84 vs. SRICX (10.28). CWGFX return over 5 years is better than : 31.11 vs. SRICX (-1.51).
| CWGFX | SRICX | CWGFX / SRICX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 3.33 | 24% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 3.718 | 2.445 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.48 | 1.56 | 95% |
| Returns for 1 year | 18.84 | 10.28 | 183% |
| Returns for 3 years | 43.30 | 14.08 | 307% |
| Returns for 5 years | 31.11 | -1.51 | -2,059% |
| Returns for 10 years | 99.06 | 6.60 | 1,502% |
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