FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
SRIAX
Price
$13.75
Change
+$0.08 (+0.59%)
Updated
Jul 3 closing price
Net Assets
22.23M
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FWGIX vs SRIAX

Header iconFWGIX vs SRIAX Comparison
Open Charts FWGIX vs SRIAXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Gabelli SRI A
Price$13.75
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets22.23M
FWGIX vs SRIAX Comparison Chart in %
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FWGIX vs. SRIAX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. SRIAX (22.2M). FWGIX pays higher dividends than SRIAX: FWGIX (1.77) vs SRIAX (1.38). 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 : 9.74 vs. SRIAX (4.53). FWGIX return over 5 years is better than : 54.88 vs. SRIAX (20.35).
FWGIXSRIAXFWGIX / SRIAX
Total Expense Ratio0.410.9046%
Annual Report Gross Expense Ratio0.412.5716%
Fund Existence8 years18 years-
Gain YTD13.77510.000138%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B22.2M612,613%
Annual Yield % from dividends1.771.38128%
Returns for 1 year9.744.53215%
Returns for 3 years51.5723.04224%
Returns for 5 years54.8820.35270%
Returns for 10 yearsN/A-0.87-
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