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CWGFX vs SRICX
CWGFX vs SRICX Comparison
Open Charts CWGFX vs SRICX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
CWGFX vs SRICX Comparison Chart in %
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CWGFX vs. SRICX commentary
Feb 05, 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SRICX (22.8M). SRICX pays higher dividends than CWGFX: SRICX (1.52) vs CWGFX (1.41). 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 : 16.18 vs. SRICX (6.05). CWGFX return over 5 years is better than : 30.54 vs. SRICX (-2.17).
| 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 | 4.924 | 2.620 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.8M | 622,807% |
| Annual Yield % from dividends | 1.41 | 1.52 | 93% |
| Returns for 1 year | 16.18 | 6.05 | 268% |
| Returns for 3 years | 43.02 | 12.81 | 336% |
| Returns for 5 years | 30.54 | -2.17 | -1,405% |
| Returns for 10 years | 99.82 | 4.86 | 2,052% |
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