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CWGFX vs SRIGX
CWGFX vs SRIGX Comparison
Open Charts CWGFX vs SRIGX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
CWGFX vs SRIGX Comparison Chart in %
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CWGFX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SRIGX (22.7M). CWGFX pays higher dividends than SRIGX: CWGFX (1.41) vs SRIGX (1.32). CWGFX was incepted earlier than SRIGX: CWGFX (25 years) vs SRIGX (19 years). SRIGX (2.57) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). CWGFX has a lower initial minimum investment than SRIGX: CWGFX (250) vs SRIGX (1000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. SRIGX (6.10). CWGFX return over 5 years is better than : 30.54 vs. SRIGX (-0.41).
| CWGFX | SRIGX | CWGFX / SRIGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 2.57 | 31% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 4.924 | 2.727 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.7M | 625,551% |
| Annual Yield % from dividends | 1.41 | 1.32 | 107% |
| Returns for 1 year | 16.18 | 6.10 | 265% |
| Returns for 3 years | 43.02 | 12.95 | 332% |
| Returns for 5 years | 30.54 | -0.41 | -7,510% |
| Returns for 10 years | 99.82 | 13.84 | 721% |
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