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CWGFX vs SRIDX
CWGFX vs SRIDX Comparison
Open Charts CWGFX vs SRIDX
American Funds Capital World Gr&Inc F1
Price$74.38
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
CWGFX vs SRIDX Comparison Chart in %
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CWGFX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SRIDX (22.9M). CWGFX pays higher dividends than SRIDX: CWGFX (1.41) vs SRIDX (1.27). CWGFX was incepted earlier than SRIDX: CWGFX (25 years) vs SRIDX (19 years). SRIDX (2.32) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). CWGFX has a lower initial minimum investment than SRIDX: CWGFX (250) vs SRIDX (1000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. SRIDX (6.11). CWGFX return over 5 years is better than : 30.54 vs. SRIDX (0.01).
| CWGFX | SRIDX | CWGFX / SRIDX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 2.32 | 34% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 4.924 | 2.701 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.9M | 620,087% |
| Annual Yield % from dividends | 1.41 | 1.27 | 111% |
| Returns for 1 year | 16.18 | 6.11 | 265% |
| Returns for 3 years | 43.02 | 12.96 | 332% |
| Returns for 5 years | 30.54 | 0.01 | 464,432% |
| Returns for 10 years | 99.82 | 16.48 | 606% |
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