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FWGIX vs SRICX
FWGIX vs SRICX Comparison
Open Charts FWGIX vs SRICX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWGIX vs SRICX Comparison Chart in %
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FWGIX vs. SRICX 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. SRICX (22.2M). FWGIX pays higher dividends than SRICX: FWGIX (1.77) vs SRICX (1.59). FWGIX was incepted earlier than SRICX: FWGIX (8 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). SRICX has a lower initial minimum investment than FWGIX: SRICX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. SRICX (4.50). FWGIX return over 5 years is better than : 54.88 vs. SRICX (17.47).
| FWGIX | SRICX | FWGIX / SRICX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 3.33 | 12% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 13.775 | 10.120 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.77 | 1.59 | 112% |
| Returns for 1 year | 9.74 | 4.50 | 216% |
| Returns for 3 years | 51.57 | 23.08 | 223% |
| Returns for 5 years | 54.88 | 17.47 | 314% |
| Returns for 10 years | N/A | -9.02 | - |
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