FWGIX
Price
$72.48
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
SRIDX
Price
$14.41
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
22.27M
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FWGIX vs SRIDX

Header iconFWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Gabelli SRI I
Price$14.41
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets22.27M
FWGIX vs SRIDX Comparison Chart in %
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FWGIX vs. SRIDX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. SRIDX (22.3M). FWGIX pays higher dividends than SRIDX: FWGIX (1.77) vs SRIDX (1.33). FWGIX was incepted earlier than SRIDX: FWGIX (9 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 : 14.19 vs. SRIDX (3.73). FWGIX return over 5 years is better than : 53.11 vs. SRIDX (16.84).
FWGIXSRIDXFWGIX / SRIDX
Total Expense Ratio0.410.9046%
Annual Report Gross Expense Ratio0.412.3218%
Fund Existence9 years18 years-
Gain YTD15.23711.017138%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B22.3M614,350%
Annual Yield % from dividends1.771.33133%
Returns for 1 year14.193.73380%
Returns for 3 years52.3521.57243%
Returns for 5 years53.1116.84315%
Returns for 10 yearsN/A2.90-
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