FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
SRICX
Price
$11.97
Change
+$0.08 (+0.67%)
Updated
Jul 3 closing price
Net Assets
22.23M
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FWGIX vs SRICX

Header iconFWGIX vs SRICX Comparison
Open Charts FWGIX vs SRICXBanner 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 C
Price$11.97
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets22.23M
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.

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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).
FWGIXSRICXFWGIX / SRICX
Total Expense Ratio0.410.9046%
Annual Report Gross Expense Ratio0.413.3312%
Fund Existence8 years18 years-
Gain YTD13.77510.120136%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B22.2M612,613%
Annual Yield % from dividends1.771.59112%
Returns for 1 year9.744.50216%
Returns for 3 years51.5723.08223%
Returns for 5 years54.8817.47314%
Returns for 10 yearsN/A-9.02-
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