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FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
FWGIX vs SRIDX Comparison Chart
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FWGIX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. SRIDX (21.3M). FWGIX pays higher dividends than SRIDX: FWGIX (1.85) vs SRIDX (1.37). FWGIX was incepted earlier than SRIDX: FWGIX (8 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). SRIDX has a lower initial minimum investment than FWGIX: SRIDX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. SRIDX (-0.19). FWGIX return over 5 years is better than : 53.53 vs. SRIDX (17.72).
| FWGIX | SRIDX | FWGIX / SRIDX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.32 | 18% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.196 | 4.622 | 199% |
| 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 | 1.37 | 135% |
| Returns for 1 year | 6.71 | -0.19 | -3,599% |
| Returns for 3 years | 45.29 | 18.88 | 240% |
| Returns for 5 years | 53.53 | 17.72 | 302% |
| Returns for 10 years | N/A | -4.04 | - |
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