Interact to see
Advertisement
Advertisement
FWGIX vs SRIGX
FWGIX vs SRIGX Comparison
Open Charts FWGIX vs SRIGX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
FWGIX vs SRIGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SRIGX commentary
Jun 16, 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. SRIGX (21.3M). FWGIX pays higher dividends than SRIGX: FWGIX (1.85) vs SRIGX (1.42). FWGIX was incepted earlier than SRIGX: FWGIX (8 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). SRIGX has a lower initial minimum investment than FWGIX: SRIGX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. SRIGX (-0.19). FWGIX return over 5 years is better than : 53.53 vs. SRIGX (16.96).
| FWGIX | SRIGX | FWGIX / SRIGX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 2.57 | 16% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.196 | 4.553 | 202% |
| 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 | 1.42 | 131% |
| Returns for 1 year | 6.71 | -0.19 | -3,470% |
| Returns for 3 years | 45.29 | 18.85 | 240% |
| Returns for 5 years | 53.53 | 16.96 | 316% |
| Returns for 10 years | N/A | -6.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWCAX | 29.71 | -0.31 | -1.03% |
| Hotchkis & Wiley Disciplined Value A | |||
| VITPX | 99.82 | -1.19 | -1.18% |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | |||
| ARSZX | 9.78 | -0.13 | -1.31% |
| AMG River Road Small-Mid Cap Value Z | |||
| HFDTX | 18.69 | -0.29 | -1.53% |
| Hartford Schroders US MidCap Opps R5 | |||
| PSCHX | 21.93 | -0.41 | -1.84% |
| PGIM Jennison Small Company R2 | |||