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FWGIX vs SRICX
FWGIX vs SRICX Comparison
Open Charts FWGIX vs SRICX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
FWGIX vs SRICX Comparison Chart
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FWGIX vs. SRICX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. SRICX (21.3M). FWGIX pays higher dividends than SRICX: FWGIX (1.85) vs SRICX (1.63). 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 : 6.71 vs. SRICX (-0.22). FWGIX return over 5 years is better than : 53.53 vs. SRICX (14.17).
| 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 | 9.196 | 4.692 | 196% |
| Front Load | N/A | N/A | - |
| 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 | 1.63 | 113% |
| Returns for 1 year | 6.71 | -0.22 | -3,028% |
| Returns for 3 years | 45.29 | 18.87 | 240% |
| Returns for 5 years | 53.53 | 14.17 | 378% |
| Returns for 10 years | N/A | -14.17 | - |
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