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SRIAX vs WGIFX
SRIAX vs WGIFX Comparison
Open Charts SRIAX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
SRIAX vs WGIFX Comparison Chart in %
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SRIAX vs. WGIFX commentary
Sep 09, 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 SRIAX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. SRIAX (22.5M). WGIFX pays higher dividends than SRIAX: WGIFX (1.64) vs SRIAX (1.32). SRIAX was incepted earlier than WGIFX: SRIAX (18 years) vs WGIFX (17 years). SRIAX (2.57) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). WGIFX has a lower initial minimum investment than SRIAX: WGIFX (250) vs SRIAX (1000). WGIFX annual gain was more profitable for investors over the last year : 15.88 vs. SRIAX (5.75). WGIFX return over 5 years is better than : 49.77 vs. SRIAX (14.39).
| SRIAX | WGIFX | SRIAX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.57 | 0.52 | 494% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 13.120 | 16.891 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 138B | 0% |
| Annual Yield % from dividends | 1.32 | 1.64 | 81% |
| Returns for 1 year | 5.75 | 15.88 | 36% |
| Returns for 3 years | 22.05 | 50.36 | 44% |
| Returns for 5 years | 14.39 | 49.77 | 29% |
| Returns for 10 years | 7.33 | 77.83 | 9% |
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