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SRIAX vs WGIFX
SRIAX vs WGIFX Comparison
Open Charts SRIAX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
SRIAX vs WGIFX Comparison Chart in %
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SRIAX vs. WGIFX commentary
Aug 18, 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: 137B vs. SRIAX (22.4M). WGIFX pays higher dividends than SRIAX: WGIFX (1.67) vs SRIAX (1.36). 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 : 11.69 vs. SRIAX (4.24). WGIFX return over 5 years is better than : 48.82 vs. SRIAX (13.01).
| 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 | 11.920 | 15.635 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 137B | 0% |
| Annual Yield % from dividends | 1.36 | 1.67 | 81% |
| Returns for 1 year | 4.24 | 11.69 | 36% |
| Returns for 3 years | 13.82 | 42.11 | 33% |
| Returns for 5 years | 13.01 | 48.82 | 27% |
| Returns for 10 years | -0.21 | 65.73 | -0% |