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FWGIX vs SRIAX
FWGIX vs SRIAX Comparison
Open Charts FWGIX vs SRIAX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
FWGIX vs SRIAX Comparison Chart
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FWGIX vs. SRIAX commentary
Jun 16, 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 FWGIX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. SRIAX (21.3M). FWGIX pays higher dividends than SRIAX: FWGIX (1.85) vs SRIAX (1.42). FWGIX was incepted earlier than SRIAX: FWGIX (8 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). SRIAX has a lower initial minimum investment than FWGIX: SRIAX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. SRIAX (-0.12). FWGIX return over 5 years is better than : 53.53 vs. SRIAX (16.98).
| FWGIX | SRIAX | FWGIX / SRIAX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.57 | 16% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.196 | 4.640 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.3M | 615,023% |
| Annual Yield % from dividends | 1.85 | 1.42 | 130% |
| Returns for 1 year | 6.71 | -0.12 | -5,714% |
| Returns for 3 years | 45.29 | 18.98 | 239% |
| Returns for 5 years | 53.53 | 16.98 | 315% |
| Returns for 10 years | N/A | -6.39 | - |
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